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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 | $33,458 | $217,427-84.6% | $185,837-82.0% | $167,518-80.0% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 16.42% | 148.39%-132.0pp | 122.08%-105.7pp | 478.71%-462.3pp |
| Employer contribution / active EE | $1,691 | $5,874-71.2% | $5,168-67.3% | $4,838-65.1% |
| Participant deferral / active EE | $5,770 | $6,357-9.2% | $5,568+3.6% | $6,342-9.0% |
| Admin fee / account holder | $275 | $19,816-98.6% | $16,241-98.3% | $12,312-97.8% |