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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 | $18,571 | $96,388-80.7% | $80,627-77.0% | $139,466-86.7% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 24.27% | 1352.08%-1327.8pp | 936.76%-912.5pp | 373.66%-349.4pp |
| Employer contribution / active EE | $2,060 | $3,260-36.8% | $2,723-24.3% | $4,754-56.7% |
| Participant deferral / active EE | $2,588 | $5,224-50.5% | $4,443-41.7% | $6,712-61.4% |
| Admin fee / account holder | $62 | $6,603-99.1% | $5,381-98.8% | $11,409-99.5% |