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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 | $51,091 | $198,457-74.3% | $170,435-70.0% | $147,586-65.4% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 23.56% | 257.30%-233.7pp | 205.94%-182.4pp | 578.59%-555.0pp |
| Employer contribution / active EE | $1,352 | $6,183-78.1% | $5,432-75.1% | $4,876-72.3% |
| Participant deferral / active EE | $3,535 | $5,629-37.2% | $4,939-28.4% | $5,439-35.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |