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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 | $20,054 | $69,274-71.1% | $64,097-68.7% | $139,487-85.6% |
| Participation rate | 92.9% | 75.6%+17.2pp | 72.3%+20.5pp | 80.3%+12.5pp |
| Annual return | 19.32% | 46.00%-26.7pp | 33.75%-14.4pp | 373.84%-354.5pp |
| Employer contribution / active EE | $4,438 | $3,187+39.2% | $2,750+61.4% | $4,755-6.7% |
| Participant deferral / active EE | $4,498 | $4,685-4.0% | $3,881+15.9% | $6,713-33.0% |
| Admin fee / account holder | $155 | $4,247-96.4% | $3,070-95.0% | $11,407-98.6% |