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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 | $39,583 | $183,592-78.4% | $155,574-74.6% | $145,877-72.9% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 12.65% | 61.37%-48.7pp | 64.87%-52.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,035 | $5,317-80.5% | $4,676-77.9% | $4,663-77.8% |
| Participant deferral / active EE | $3,078 | $6,466-52.4% | $5,629-45.3% | $6,691-54.0% |
| Admin fee / account holder | $242 | $19,316-98.7% | $15,914-98.5% | $13,402-98.2% |