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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 | $21,294 | $106,588-80.0% | $94,215-77.4% | $155,188-86.3% |
| Participation rate | 81.8% | 74.3%+7.5pp | 70.0%+11.9pp | 80.8%+1.0pp |
| Annual return | 125.27% | 29.39%+95.9pp | 28.22%+97.1pp | 148.84%-23.6pp |
| Employer contribution / active EE | $1,862 | $3,080-39.6% | $2,675-30.4% | $4,248-56.2% |
| Participant deferral / active EE | $4,695 | $4,802-2.2% | $4,276+9.8% | $6,531-28.1% |
| Admin fee / account holder | $148 | $12,281-98.8% | $10,216-98.6% | $14,480-99.0% |