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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 | $82,186 | $209,425-60.8% | $178,499-54.0% | $158,966-48.3% |
| Participation rate | 92.3% | 86.4%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 18.61% | 188.80%-170.2pp | 151.10%-132.5pp | 302.95%-284.3pp |
| Employer contribution / active EE | $1,834 | $5,707-67.9% | $5,011-63.4% | $4,762-61.5% |
| Participant deferral / active EE | $4,798 | $5,955-19.4% | $5,202-7.8% | $5,983-19.8% |
| Admin fee / account holder | $31 | $17,078-99.8% | $13,986-99.8% | $11,250-99.7% |