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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 | $31,934 | $209,422-84.8% | $178,503-82.1% | $158,982-79.9% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 19.89% | 188.81%-168.9pp | 151.12%-131.2pp | 302.99%-283.1pp |
| Employer contribution / active EE | $3,154 | $5,707-44.7% | $5,011-37.1% | $4,763-33.8% |
| Participant deferral / active EE | $8,106 | $5,955+36.1% | $5,202+55.8% | $5,983+35.5% |
| Admin fee / account holder | $164 | $17,079-99.0% | $13,987-98.8% | $11,252-98.5% |