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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 | $30,691 | $209,425-85.3% | $178,499-82.8% | $158,966-80.7% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 26.20% | 188.80%-162.6pp | 151.10%-124.9pp | 302.95%-276.7pp |
| Employer contribution / active EE | $1,520 | $5,707-73.4% | $5,011-69.7% | $4,762-68.1% |
| Participant deferral / active EE | $5,258 | $5,955-11.7% | $5,202+1.1% | $5,983-12.1% |
| Admin fee / account holder | $165 | $17,078-99.0% | $13,986-98.8% | $11,250-98.5% |