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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 | $39,335 | $209,425-81.2% | $178,499-78.0% | $158,966-75.3% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 14.63% | 188.80%-174.2pp | 151.10%-136.5pp | 302.95%-288.3pp |
| Employer contribution / active EE | $2,487 | $5,707-56.4% | $5,011-50.4% | $4,762-47.8% |
| Participant deferral / active EE | $5,346 | $5,955-10.2% | $5,202+2.8% | $5,983-10.7% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |