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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 | $18,740 | $183,592-89.8% | $155,567-88.0% | $145,959-87.2% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 16.07% | 61.24%-45.2pp | 64.74%-48.7pp | 561.95%-545.9pp |
| Employer contribution / active EE | $2,146 | $5,315-59.6% | $4,674-54.1% | $4,661-54.0% |
| Participant deferral / active EE | $4,515 | $6,464-30.2% | $5,628-19.8% | $6,689-32.5% |
| Admin fee / account holder | $171 | $19,318-99.1% | $15,916-98.9% | $13,398-98.7% |