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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 | $31,188 | $175,231-82.2% | $149,696-79.2% | $139,466-77.6% |
| Participation rate | 95.2% | 83.4%+11.8pp | 78.8%+16.5pp | 80.3%+14.9pp |
| Annual return | 20.85% | 166.77%-145.9pp | 134.46%-113.6pp | 373.66%-352.8pp |
| Employer contribution / active EE | $1,810 | $5,478-67.0% | $4,821-62.4% | $4,754-61.9% |
| Participant deferral / active EE | $3,507 | $6,521-46.2% | $5,682-38.3% | $6,712-47.7% |
| Admin fee / account holder | $228 | $16,155-98.6% | $13,212-98.3% | $11,409-98.0% |