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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 | $23,772 | $165,399-85.6% | $149,745-84.1% | $158,982-85.0% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 46.27% | 348.34%-302.1pp | 276.72%-230.4pp | 302.99%-256.7pp |
| Employer contribution / active EE | $2,156 | $5,105-57.8% | $4,646-53.6% | $4,763-54.7% |
| Participant deferral / active EE | $12,172 | $7,183+69.5% | $6,843+77.9% | $5,983+103.4% |
| Admin fee / account holder | $76 | $10,811-99.3% | $9,312-99.2% | $11,252-99.3% |