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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 | $34,631 | $78,707-56.0% | $117,861-70.6% | $70,126-50.6% |
| Participation rate | 97.4% | 73.2%+24.2pp | 79.7%+17.8pp | 69.5%+27.9pp |
| Annual return | 19.82% | 23.30%-3.5pp | 335.11%-315.3pp | 73.15%-53.3pp |
| Employer contribution / active EE | $2,772 | $2,223+24.7% | $3,786-26.8% | $2,343+18.3% |
| Participant deferral / active EE | $4,851 | $3,297+47.1% | $4,482+8.2% | $3,332+45.6% |
| Admin fee / account holder | $293 | $5,066-94.2% | $8,021-96.4% | $4,645-93.7% |