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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 | $41,180 | $102,938-60.0% | $94,105-56.2% | $138,895-70.4% |
| Participation rate | 76.2% | 74.6%+1.5pp | 71.9%+4.2pp | 79.9%-3.7pp |
| Annual return | 16.09% | 250.28%-234.2pp | 204.55%-188.5pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,786 | $2,732-34.6% | $2,504-28.7% | $4,194-57.4% |
| Participant deferral / active EE | $2,786 | $4,196-33.6% | $3,881-28.2% | $6,396-56.4% |
| Admin fee / account holder | $212 | $6,600-96.8% | $6,199-96.6% | $12,562-98.3% |