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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 | $49,003 | $209,425-76.6% | $178,499-72.5% | $158,966-69.2% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 23.21% | 188.80%-165.6pp | 151.10%-127.9pp | 302.95%-279.7pp |
| Employer contribution / active EE | $1,963 | $5,707-65.6% | $5,011-60.8% | $4,762-58.8% |
| Participant deferral / active EE | $7,138 | $5,955+19.9% | $5,202+37.2% | $5,983+19.3% |
| Admin fee / account holder | $114 | $17,078-99.3% | $13,986-99.2% | $11,250-99.0% |