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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 | $49,422 | $217,432-77.3% | $185,849-73.4% | $167,536-70.5% |
| Participation rate | 90.0% | 86.1%+3.9pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 14.28% | 148.42%-134.1pp | 122.10%-107.8pp | 478.82%-464.5pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,167 | $6,357-50.2% | $5,569-43.1% | $6,342-50.1% |
| Admin fee / account holder | $114 | $19,818-99.4% | $16,244-99.3% | $12,315-99.1% |