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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 | $101,128 | $209,422-51.7% | $178,503-43.3% | $158,982-36.4% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 22.52% | 188.81%-166.3pp | 151.12%-128.6pp | 302.99%-280.5pp |
| Employer contribution / active EE | $1,279 | $5,707-77.6% | $5,011-74.5% | $4,763-73.1% |
| Participant deferral / active EE | $2,639 | $5,955-55.7% | $5,202-49.3% | $5,983-55.9% |
| Admin fee / account holder | $267 | $17,079-98.4% | $13,987-98.1% | $11,252-97.6% |