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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 | $71,831 | $198,462-63.8% | $170,439-57.9% | $147,585-51.3% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 19.65% | 257.30%-237.6pp | 205.94%-186.3pp | 578.58%-558.9pp |
| Employer contribution / active EE | $1,830 | $6,184-70.4% | $5,433-66.3% | $4,876-62.5% |
| Participant deferral / active EE | $2,872 | $5,629-49.0% | $4,939-41.9% | $5,439-47.2% |
| Admin fee / account holder | $117 | $16,852-99.3% | $13,881-99.2% | $10,886-98.9% |