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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 | $24,949 | $183,539-86.4% | $155,556-84.0% | $145,897-82.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 16.90% | 61.31%-44.4pp | 64.84%-47.9pp | 552.29%-535.4pp |
| Employer contribution / active EE | $1,721 | $5,315-67.6% | $4,675-63.2% | $4,663-63.1% |
| Participant deferral / active EE | $5,844 | $6,467-9.6% | $5,631+3.8% | $6,689-12.6% |
| Admin fee / account holder | $255 | $19,275-98.7% | $15,885-98.4% | $13,390-98.1% |