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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 | $58,276 | $162,529-64.1% | $130,788-55.4% | $154,746-62.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 16.37% | 510.48%-494.1pp | 386.44%-370.1pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,866 | $4,447-58.1% | $3,558-47.6% | $4,379-57.4% |
| Participant deferral / active EE | $2,663 | $4,808-44.6% | $4,137-35.6% | $6,730-60.4% |
| Admin fee / account holder | $295 | $7,669-96.2% | $6,673-95.6% | $14,365-97.9% |