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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 | $23,792 | $165,399-85.6% | $149,745-84.1% | $158,982-85.0% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 17.28% | 348.34%-331.1pp | 276.72%-259.4pp | 302.99%-285.7pp |
| Employer contribution / active EE | $2,727 | $5,105-46.6% | $4,646-41.3% | $4,763-42.7% |
| Participant deferral / active EE | $4,186 | $7,183-41.7% | $6,843-38.8% | $5,983-30.0% |
| Admin fee / account holder | $17 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |