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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 | $34,529 | $197,637-82.5% | $177,848-80.6% | $158,982-78.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 38.33% | 58.77%-20.4pp | 48.33%-10.0pp | 302.99%-264.7pp |
| Employer contribution / active EE | $4,496 | $6,698-32.9% | $5,919-24.0% | $4,763-5.6% |
| Participant deferral / active EE | $12,280 | $8,405+46.1% | $7,714+59.2% | $5,983+105.2% |
| Admin fee / account holder | $20 | $15,406-99.9% | $12,431-99.8% | $11,252-99.8% |