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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 | $33,679 | $183,627-81.7% | $155,602-78.4% | $145,978-76.9% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 13.34% | 61.32%-48.0pp | 64.81%-51.5pp | 550.52%-537.2pp |
| Employer contribution / active EE | $3,035 | $5,316-42.9% | $4,675-35.1% | $4,662-34.9% |
| Participant deferral / active EE | $3,114 | $6,466-51.8% | $5,629-44.7% | $6,690-53.5% |
| Admin fee / account holder | $24 | $19,327-99.9% | $15,923-99.8% | $13,400-99.8% |