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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 | $47,890 | $183,592-73.9% | $155,567-69.2% | $145,959-67.2% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 18.65% | 61.24%-42.6pp | 64.74%-46.1pp | 561.95%-543.3pp |
| Employer contribution / active EE | $2,021 | $5,315-62.0% | $4,674-56.8% | $4,661-56.6% |
| Participant deferral / active EE | $4,138 | $6,464-36.0% | $5,628-26.5% | $6,689-38.1% |
| Admin fee / account holder | $17 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |