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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 | $29,577 | $217,432-86.4% | $185,849-84.1% | $167,536-82.3% |
| Participation rate | 91.3% | 86.1%+5.3pp | 81.7%+9.6pp | 82.1%+9.2pp |
| Annual return | 17.45% | 148.42%-131.0pp | 122.10%-104.6pp | 478.82%-461.4pp |
| Employer contribution / active EE | $2,553 | $5,875-56.5% | $5,169-50.6% | $4,839-47.2% |
| Participant deferral / active EE | $3,880 | $6,357-39.0% | $5,569-30.3% | $6,342-38.8% |
| Admin fee / account holder | $61 | $19,818-99.7% | $16,244-99.6% | $12,315-99.5% |