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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 | $45,717 | $209,425-78.2% | $178,499-74.4% | $158,966-71.2% |
| Participation rate | 78.9% | 86.4%-7.4pp | 81.9%-3.0pp | 82.0%-3.0pp |
| Annual return | 63.85% | 188.80%-124.9pp | 151.10%-87.3pp | 302.95%-239.1pp |
| Employer contribution / active EE | $2,060 | $5,707-63.9% | $5,011-58.9% | $4,762-56.7% |
| Participant deferral / active EE | $5,936 | $5,955-0.3% | $5,202+14.1% | $5,983-0.8% |
| Admin fee / account holder | $136 | $17,078-99.2% | $13,986-99.0% | $11,250-98.8% |