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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 | $21,157 | $129,737-83.7% | $119,126-82.2% | $154,746-86.3% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 31.34% | 379.08%-347.7pp | 282.11%-250.8pp | 172.34%-141.0pp |
| Employer contribution / active EE | $1,166 | $4,375-73.4% | $4,034-71.1% | $4,379-73.4% |
| Participant deferral / active EE | $6,363 | $5,842+8.9% | $5,318+19.7% | $6,730-5.5% |
| Admin fee / account holder | $179 | $11,961-98.5% | $10,693-98.3% | $14,365-98.8% |