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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 | $41,623 | $157,296-73.5% | $141,191-70.5% | $152,897-72.8% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.5%+1.8pp |
| Annual return | 51.40% | 64.34%-12.9pp | 71.41%-20.0pp | 345.43%-294.0pp |
| Employer contribution / active EE | $3,637 | $5,262-30.9% | $4,736-23.2% | $4,764-23.6% |
| Participant deferral / active EE | $4,284 | $7,111-39.7% | $6,710-36.1% | $5,851-26.8% |
| Admin fee / account holder | $14 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |