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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 | $43,592 | $198,462-78.0% | $170,439-74.4% | $147,585-70.5% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 25.04% | 257.30%-232.3pp | 205.94%-180.9pp | 578.58%-553.5pp |
| Employer contribution / active EE | $2,316 | $6,184-62.6% | $5,433-57.4% | $4,876-52.5% |
| Participant deferral / active EE | $6,189 | $5,629+9.9% | $4,939+25.3% | $5,439+13.8% |
| Admin fee / account holder | $113 | $16,852-99.3% | $13,881-99.2% | $10,886-99.0% |