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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 | $33,508 | $202,430-83.4% | $169,369-80.2% | $139,427-76.0% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.2%+0.6pp | 80.3%-2.5pp |
| Annual return | 16.51% | 531.86%-515.3pp | 405.70%-389.2pp | 373.27%-356.8pp |
| Employer contribution / active EE | $1,057 | $4,690-77.5% | $4,011-73.6% | $4,752-77.7% |
| Participant deferral / active EE | $2,078 | $6,938-70.1% | $6,221-66.6% | $6,711-69.0% |
| Admin fee / account holder | $226 | $10,716-97.9% | $9,009-97.5% | $11,404-98.0% |