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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 | $50,164 | $217,432-76.9% | $185,849-73.0% | $167,536-70.1% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 17.30% | 148.42%-131.1pp | 122.10%-104.8pp | 478.82%-461.5pp |
| Employer contribution / active EE | $1,812 | $5,875-69.1% | $5,169-64.9% | $4,839-62.5% |
| Participant deferral / active EE | $3,727 | $6,357-41.4% | $5,569-33.1% | $6,342-41.2% |
| Admin fee / account holder | $86 | $19,818-99.6% | $16,244-99.5% | $12,315-99.3% |