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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 | $28,388 | $183,592-84.5% | $155,574-81.8% | $145,877-80.5% |
| Participation rate | 90.5% | 82.7%+7.8pp | 78.2%+12.3pp | 80.3%+10.2pp |
| Annual return | 12.89% | 61.37%-48.5pp | 64.87%-52.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,618 | $5,317-69.6% | $4,676-65.4% | $4,663-65.3% |
| Participant deferral / active EE | $4,101 | $6,466-36.6% | $5,629-27.2% | $6,691-38.7% |
| Admin fee / account holder | $211 | $19,316-98.9% | $15,914-98.7% | $13,402-98.4% |