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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 | $30,522 | $209,422-85.4% | $178,503-82.9% | $158,982-80.8% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 18.84% | 188.81%-170.0pp | 151.12%-132.3pp | 302.99%-284.2pp |
| Employer contribution / active EE | $1,779 | $5,707-68.8% | $5,011-64.5% | $4,763-62.6% |
| Participant deferral / active EE | $2,897 | $5,955-51.3% | $5,202-44.3% | $5,983-51.6% |
| Admin fee / account holder | $286 | $17,079-98.3% | $13,987-98.0% | $11,252-97.5% |