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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 | $39,276 | $198,457-80.2% | $170,435-77.0% | $147,586-73.4% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 15.25% | 257.30%-242.1pp | 205.94%-190.7pp | 578.59%-563.3pp |
| Employer contribution / active EE | $2,089 | $6,183-66.2% | $5,432-61.6% | $4,876-57.2% |
| Participant deferral / active EE | $4,546 | $5,629-19.2% | $4,939-8.0% | $5,439-16.4% |
| Admin fee / account holder | $44 | $16,852-99.7% | $13,881-99.7% | $10,886-99.6% |