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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 | $38,912 | $209,422-81.4% | $178,503-78.2% | $158,982-75.5% |
| Participation rate | 78.6% | 86.4%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 22.92% | 188.81%-165.9pp | 151.12%-128.2pp | 302.99%-280.1pp |
| Employer contribution / active EE | $3,739 | $5,707-34.5% | $5,011-25.4% | $4,763-21.5% |
| Participant deferral / active EE | $5,895 | $5,955-1.0% | $5,202+13.3% | $5,983-1.5% |
| Admin fee / account holder | $133 | $17,079-99.2% | $13,987-99.1% | $11,252-98.8% |