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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 | $54,551 | $209,422-74.0% | $178,503-69.4% | $158,982-65.7% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 19.17% | 188.81%-169.6pp | 151.12%-131.9pp | 302.99%-283.8pp |
| Employer contribution / active EE | $2,086 | $5,707-63.4% | $5,011-58.4% | $4,763-56.2% |
| Participant deferral / active EE | $3,620 | $5,955-39.2% | $5,202-30.4% | $5,983-39.5% |
| Admin fee / account holder | $188 | $17,079-98.9% | $13,987-98.7% | $11,252-98.3% |