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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 | $40,077 | $176,120-77.2% | $159,487-74.9% | $167,553-76.1% |
| Participation rate | 82.4% | 85.0%-2.6pp | 82.8%-0.5pp | 82.1%+0.2pp |
| Annual return | 23.77% | 331.95%-308.2pp | 263.71%-239.9pp | 478.89%-455.1pp |
| Employer contribution / active EE | $2,503 | $5,299-52.8% | $4,831-48.2% | $4,840-48.3% |
| Participant deferral / active EE | $4,679 | $7,752-39.6% | $7,354-36.4% | $6,343-26.2% |
| Admin fee / account holder | $7 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |