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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 | $63,092 | $210,698-70.1% | $178,014-64.6% | $145,959-56.8% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 11.58% | 386.27%-374.7pp | 294.80%-283.2pp | 561.95%-550.4pp |
| Employer contribution / active EE | $1,932 | $4,567-57.7% | $3,950-51.1% | $4,661-58.6% |
| Participant deferral / active EE | $9,918 | $6,958+42.5% | $6,276+58.0% | $6,689+48.3% |
| Admin fee / account holder | $193 | $12,016-98.4% | $10,362-98.1% | $13,398-98.6% |