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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 | $27,332 | $157,304-82.6% | $141,197-80.6% | $152,909-82.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 32.12% | 64.34%-32.2pp | 71.41%-39.3pp | 345.46%-313.3pp |
| Employer contribution / active EE | $1,769 | $5,263-66.4% | $4,736-62.7% | $4,764-62.9% |
| Participant deferral / active EE | $3,297 | $7,111-53.6% | $6,710-50.9% | $5,851-43.7% |
| Admin fee / account holder | $142 | $12,126-98.8% | $10,265-98.6% | $11,601-98.8% |