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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 | $35,708 | $86,288-58.6% | $111,306-67.9% | $85,851-58.4% |
| Participation rate | 93.3% | 73.3%+20.0pp | 77.3%+16.0pp | 69.3%+24.0pp |
| Annual return | 15.41% | 19.99%-4.6pp | 54.67%-39.3pp | 318.63%-303.2pp |
| Employer contribution / active EE | $1,620 | $2,044-20.7% | $2,732-40.7% | $2,565-36.9% |
| Participant deferral / active EE | $4,733 | $3,641+30.0% | $4,488+5.5% | $3,952+19.8% |
| Admin fee / account holder | $175 | $8,189-97.9% | $7,966-97.8% | $6,261-97.2% |