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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 | $36,526 | $209,422-82.6% | $178,503-79.5% | $158,982-77.0% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 17.19% | 188.81%-171.6pp | 151.12%-133.9pp | 302.99%-285.8pp |
| Employer contribution / active EE | $1,590 | $5,707-72.1% | $5,011-68.3% | $4,763-66.6% |
| Participant deferral / active EE | $11,925 | $5,955+100.3% | $5,202+129.2% | $5,983+99.3% |
| Admin fee / account holder | $153 | $17,079-99.1% | $13,987-98.9% | $11,252-98.6% |