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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 | $31,402 | $105,160-70.1% | $94,679-66.8% | $139,456-77.5% |
| Participation rate | 88.2% | 82.4%+5.9pp | 80.8%+7.4pp | 80.3%+7.9pp |
| Annual return | 20.58% | 38.04%-17.5pp | 156.75%-136.2pp | 373.45%-352.9pp |
| Employer contribution / active EE | $4,198 | $4,107+2.2% | $3,673+14.3% | $4,753-11.7% |
| Participant deferral / active EE | $4,604 | $7,599-39.4% | $7,417-37.9% | $6,711-31.4% |
| Admin fee / account holder | $269 | $8,988-97.0% | $7,233-96.3% | $11,407-97.6% |