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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 | $43,501 | $209,422-79.2% | $178,503-75.6% | $158,982-72.6% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 101.50% | 188.81%-87.3pp | 151.12%-49.6pp | 302.99%-201.5pp |
| Employer contribution / active EE | $3,540 | $5,707-38.0% | $5,011-29.4% | $4,763-25.7% |
| Participant deferral / active EE | $3,401 | $5,955-42.9% | $5,202-34.6% | $5,983-43.2% |
| Admin fee / account holder | $14 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |