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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 | $16,665 | $101,618-83.6% | $93,063-82.1% | $137,256-87.9% |
| Participation rate | 88.9% | 74.9%+14.0pp | 72.1%+16.8pp | 80.0%+8.9pp |
| Annual return | 16.97% | 223.95%-207.0pp | 34.15%-17.2pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,485 | $2,707-8.2% | $2,476+0.4% | $4,156-40.2% |
| Participant deferral / active EE | $2,529 | $4,279-40.9% | $3,958-36.1% | $6,407-60.5% |
| Admin fee / account holder | $113 | $6,198-98.2% | $6,033-98.1% | $12,270-99.1% |