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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 | $87,166-75.6% | $76,735-72.3% | $137,256-84.5% |
| Participation rate | 81.8% | 74.4%+7.5pp | 69.5%+12.3pp | 80.0%+1.9pp |
| Annual return | 125.27% | 26.50%+98.8pp | 29.77%+95.5pp | 220.34%-95.1pp |
| Employer contribution / active EE | $1,862 | $2,904-35.9% | $2,454-24.1% | $4,156-55.2% |
| Participant deferral / active EE | $4,695 | $4,726-0.7% | $4,088+14.8% | $6,407-26.7% |
| Admin fee / account holder | $148 | $8,403-98.2% | $7,189-97.9% | $12,270-98.8% |