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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 | $24,425 | $165,361-85.2% | $149,715-83.7% | $158,950-84.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 32.78% | 348.24%-315.5pp | 276.66%-243.9pp | 302.91%-270.1pp |
| Employer contribution / active EE | $1,852 | $5,103-63.7% | $4,645-60.1% | $4,762-61.1% |
| Participant deferral / active EE | $4,464 | $7,182-37.8% | $6,842-34.8% | $5,983-25.4% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |