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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 | $111,814-76.8% | $93,654-72.3% | $145,959-82.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 16.96% | 203.30%-186.3pp | 133.34%-116.4pp | 561.95%-545.0pp |
| Employer contribution / active EE | $2,860 | $3,092-7.5% | $2,421+18.1% | $4,661-38.6% |
| Participant deferral / active EE | $2,973 | $4,914-39.5% | $4,413-32.6% | $6,689-55.6% |
| Admin fee / account holder | $20 | $10,246-99.8% | $8,282-99.8% | $13,398-99.9% |