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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 | $46,949 | $202,440-76.8% | $169,390-72.3% | $139,466-66.3% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.2%+13.7pp | 80.3%+10.6pp |
| Annual return | 22.38% | 532.36%-510.0pp | 406.07%-383.7pp | 373.66%-351.3pp |
| Employer contribution / active EE | $11,638 | $4,693+148.0% | $4,013+190.1% | $4,754+144.8% |
| Participant deferral / active EE | $4,226 | $6,940-39.1% | $6,222-32.1% | $6,712-37.0% |
| Admin fee / account holder | $174 | $10,722-98.4% | $9,015-98.1% | $11,409-98.5% |