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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 | $30,689 | $209,425-85.3% | $178,499-82.8% | $158,966-80.7% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 16.02% | 188.80%-172.8pp | 151.10%-135.1pp | 302.95%-286.9pp |
| Employer contribution / active EE | $1,450 | $5,707-74.6% | $5,011-71.1% | $4,762-69.6% |
| Participant deferral / active EE | $4,713 | $5,955-20.8% | $5,202-9.4% | $5,983-21.2% |
| Admin fee / account holder | $9 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |