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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 | $25,950 | $111,785-76.8% | $93,669-72.3% | $145,877-82.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 16.96% | 203.79%-186.8pp | 133.59%-116.6pp | 551.28%-534.3pp |
| Employer contribution / active EE | $2,860 | $3,096-7.6% | $2,424+18.0% | $4,663-38.7% |
| Participant deferral / active EE | $2,973 | $4,919-39.6% | $4,416-32.7% | $6,691-55.6% |
| Admin fee / account holder | $20 | $10,256-99.8% | $8,291-99.8% | $13,402-99.9% |