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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 | $33,435 | $183,516-81.8% | $155,534-78.5% | $145,884-77.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 10.53% | 61.43%-50.9pp | 64.92%-54.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $2,778 | $5,315-47.7% | $4,675-40.6% | $4,662-40.4% |
| Participant deferral / active EE | $4,617 | $6,467-28.6% | $5,630-18.0% | $6,690-31.0% |
| Admin fee / account holder | $18 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |