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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 | $42,879 | $228,352-81.2% | $185,835-76.9% | $158,966-73.0% |
| Participation rate | 86.7% | 82.3%+4.4pp | 78.0%+8.6pp | 82.0%+4.7pp |
| Annual return | 204.67% | 40.81%+163.9pp | 35.96%+168.7pp | 302.95%-98.3pp |
| Employer contribution / active EE | $1,364 | $4,967-72.5% | $4,087-66.6% | $4,762-71.4% |
| Participant deferral / active EE | $4,842 | $6,416-24.5% | $5,633-14.0% | $5,983-19.1% |
| Admin fee / account holder | $287 | $11,867-97.6% | $9,502-97.0% | $11,250-97.4% |