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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 | $19,666 | $97,125-79.8% | $86,233-77.2% | $137,256-85.7% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 20.01% | 74.19%-54.2pp | 61.39%-41.4pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,340 | $2,841-17.7% | $2,504-6.6% | $4,156-43.7% |
| Participant deferral / active EE | $4,765 | $5,180-8.0% | $4,559+4.5% | $6,407-25.6% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |