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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 | $183,592-86.4% | $155,574-84.0% | $145,877-82.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 16.90% | 61.37%-44.5pp | 64.87%-48.0pp | 551.28%-534.4pp |
| Employer contribution / active EE | $1,721 | $5,317-67.6% | $4,676-63.2% | $4,663-63.1% |
| Participant deferral / active EE | $5,844 | $6,466-9.6% | $5,629+3.8% | $6,691-12.7% |
| Admin fee / account holder | $255 | $19,316-98.7% | $15,914-98.4% | $13,402-98.1% |