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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 | $35,515 | $169,356-79.0% | $129,406-72.6% | $145,897-75.7% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 13.23% | 14418.62%-14405.4pp | 9468.18%-9455.0pp | 552.29%-539.1pp |
| Employer contribution / active EE | $3,719 | $5,542-32.9% | $4,155-10.5% | $4,663-20.2% |
| Participant deferral / active EE | $3,826 | $4,987-23.3% | $4,167-8.2% | $6,689-42.8% |
| Admin fee / account holder | $279 | $9,915-97.2% | $7,689-96.4% | $13,390-97.9% |