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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 | $227,931 | $165,361+37.8% | $149,715+52.2% | $158,950+43.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 18.93% | 348.24%-329.3pp | 276.66%-257.7pp | 302.91%-284.0pp |
| Employer contribution / active EE | $1,550 | $5,103-69.6% | $4,645-66.6% | $4,762-67.5% |
| Participant deferral / active EE | $3,178 | $7,182-55.7% | $6,842-53.6% | $5,983-46.9% |
| Admin fee / account holder | $14 | $10,808-99.9% | $9,310-99.9% | $11,248-99.9% |