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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 | $31,842 | $217,432-85.4% | $185,849-82.9% | $167,536-81.0% |
| Participation rate | 93.8% | 86.1%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 18.36% | 148.42%-130.1pp | 122.10%-103.7pp | 478.82%-460.5pp |
| Employer contribution / active EE | $2,331 | $5,875-60.3% | $5,169-54.9% | $4,839-51.8% |
| Participant deferral / active EE | $4,843 | $6,357-23.8% | $5,569-13.0% | $6,342-23.6% |
| Admin fee / account holder | $73 | $19,818-99.6% | $16,244-99.6% | $12,315-99.4% |