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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 | $31,632 | $114,119-72.3% | $107,187-70.5% | $138,895-77.2% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 79.9%+12.9pp |
| Annual return | 21.32% | 273.21%-251.9pp | 204.55%-183.2pp | 145.39%-124.1pp |
| Employer contribution / active EE | $1,362 | $4,059-66.4% | $3,782-64.0% | $4,194-67.5% |
| Participant deferral / active EE | $3,868 | $5,538-30.1% | $5,096-24.1% | $6,396-39.5% |
| Admin fee / account holder | $15 | $10,024-99.9% | $9,162-99.8% | $12,562-99.9% |