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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 | $37,256 | $184,000-79.8% | $162,185-77.0% | $152,909-75.6% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.5%+9.2pp |
| Annual return | 21.17% | 150.80%-129.6pp | 115.61%-94.4pp | 345.46%-324.3pp |
| Employer contribution / active EE | $1,649 | $6,370-74.1% | $5,613-70.6% | $4,764-65.4% |
| Participant deferral / active EE | $3,792 | $8,033-52.8% | $7,297-48.0% | $5,851-35.2% |
| Admin fee / account holder | $199 | $13,124-98.5% | $10,844-98.2% | $11,601-98.3% |