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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 | $21,453 | $129,737-83.5% | $119,126-82.0% | $154,746-86.1% |
| Participation rate | 77.8% | 78.9%-1.1pp | 75.8%+2.0pp | 80.7%-2.9pp |
| Annual return | 23.62% | 379.08%-355.5pp | 282.11%-258.5pp | 172.34%-148.7pp |
| Employer contribution / active EE | $1,942 | $4,375-55.6% | $4,034-51.9% | $4,379-55.7% |
| Participant deferral / active EE | $5,165 | $5,842-11.6% | $5,318-2.9% | $6,730-23.3% |
| Admin fee / account holder | $52 | $11,961-99.6% | $10,693-99.5% | $14,365-99.6% |