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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 | $45,702 | $154,228-70.4% | $145,433-68.6% | $137,256-66.7% |
| Participation rate | 70.6% | 83.8%-13.2pp | 82.1%-11.5pp | 80.0%-9.4pp |
| Annual return | 214.54% | 74.59%+140.0pp | 66.58%+148.0pp | 220.34%-5.8pp |
| Employer contribution / active EE | $2,181 | $4,804-54.6% | $4,554-52.1% | $4,156-47.5% |
| Participant deferral / active EE | $5,414 | $8,216-34.1% | $7,897-31.4% | $6,407-15.5% |
| Admin fee / account holder | $136 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |