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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 | $28,144 | $111,535-74.8% | $105,223-73.3% | $137,256-79.5% |
| Participation rate | 93.8% | 78.1%+15.7pp | 75.0%+18.7pp | 80.0%+13.8pp |
| Annual return | 15.35% | 237.85%-222.5pp | 180.65%-165.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,777 | $3,939-29.5% | $3,689-24.7% | $4,156-33.2% |
| Participant deferral / active EE | $1,684 | $5,500-69.4% | $5,072-66.8% | $6,407-73.7% |
| Admin fee / account holder | $43 | $9,721-99.6% | $8,859-99.5% | $12,270-99.6% |