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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 | $26,841 | $165,361-83.8% | $149,715-82.1% | $158,950-83.1% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 18.04% | 348.24%-330.2pp | 276.66%-258.6pp | 302.91%-284.9pp |
| Employer contribution / active EE | $3,093 | $5,103-39.4% | $4,645-33.4% | $4,762-35.0% |
| Participant deferral / active EE | $2,610 | $7,182-63.7% | $6,842-61.8% | $5,983-56.4% |
| Admin fee / account holder | $263 | $10,808-97.6% | $9,310-97.2% | $11,248-97.7% |