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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 | $29,929 | $154,228-80.6% | $145,433-79.4% | $137,256-78.2% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 305.44% | 74.59%+230.9pp | 66.58%+238.9pp | 220.34%+85.1pp |
| Employer contribution / active EE | $1,626 | $4,804-66.2% | $4,554-64.3% | $4,156-60.9% |
| Participant deferral / active EE | $6,663 | $8,216-18.9% | $7,897-15.6% | $6,407+4.0% |
| Admin fee / account holder | $30 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |