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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 | $54,079 | $175,259-69.1% | $149,723-63.9% | $139,487-61.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 527.34% | 166.82%+360.5pp | 134.50%+392.8pp | 373.84%+153.5pp |
| Employer contribution / active EE | $1,923 | $5,478-64.9% | $4,821-60.1% | $4,755-59.5% |
| Participant deferral / active EE | $6,927 | $6,522+6.2% | $5,682+21.9% | $6,713+3.2% |
| Admin fee / account holder | $234 | $16,158-98.6% | $13,215-98.2% | $11,407-98.0% |