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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,758 | $70,366-70.5% | $66,674-68.9% | $138,895-85.1% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.7%+17.2pp | 79.9%+11.0pp |
| Annual return | 15.37% | 386.41%-371.0pp | 321.24%-305.9pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,028 | $2,765-26.6% | $2,620-22.6% | $4,194-51.6% |
| Participant deferral / active EE | $5,728 | $4,374+31.0% | $4,084+40.3% | $6,396-10.4% |
| Admin fee / account holder | $249 | $5,262-95.3% | $5,098-95.1% | $12,562-98.0% |