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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 | $38,447 | $154,228-75.1% | $145,433-73.6% | $137,256-72.0% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 49.46% | 74.59%-25.1pp | 66.58%-17.1pp | 220.34%-170.9pp |
| Employer contribution / active EE | $3,155 | $4,804-34.3% | $4,554-30.7% | $4,156-24.1% |
| Participant deferral / active EE | $6,234 | $8,216-24.1% | $7,897-21.1% | $6,407-2.7% |
| Admin fee / account holder | $117 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |