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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 | $17,615 | $202,463-91.3% | $169,397-89.6% | $139,487-87.4% |
| Participation rate | 93.8% | 81.1%+12.6pp | 77.2%+16.6pp | 80.3%+13.4pp |
| Annual return | 21.81% | 532.64%-510.8pp | 406.23%-384.4pp | 373.84%-352.0pp |
| Employer contribution / active EE | $1,107 | $4,694-76.4% | $4,013-72.4% | $4,755-76.7% |
| Participant deferral / active EE | $4,205 | $6,941-39.4% | $6,223-32.4% | $6,713-37.4% |
| Admin fee / account holder | $191 | $10,726-98.2% | $9,017-97.9% | $11,407-98.3% |