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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 | $24,514 | $165,399-85.2% | $149,745-83.6% | $158,982-84.6% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 37.35% | 348.34%-311.0pp | 276.72%-239.4pp | 302.99%-265.6pp |
| Employer contribution / active EE | $2,441 | $5,105-52.2% | $4,646-47.5% | $4,763-48.7% |
| Participant deferral / active EE | $3,370 | $7,183-53.1% | $6,843-50.8% | $5,983-43.7% |
| Admin fee / account holder | $126 | $10,811-98.8% | $9,312-98.7% | $11,252-98.9% |