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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 | $41,054 | $209,422-80.4% | $178,503-77.0% | $158,982-74.2% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 12.83% | 188.81%-176.0pp | 151.12%-138.3pp | 302.99%-290.2pp |
| Employer contribution / active EE | $1,178 | $5,707-79.4% | $5,011-76.5% | $4,763-75.3% |
| Participant deferral / active EE | $2,410 | $5,955-59.5% | $5,202-53.7% | $5,983-59.7% |
| Admin fee / account holder | $4 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |