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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 | $47,276 | $209,422-77.4% | $178,503-73.5% | $158,982-70.3% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 12.63% | 188.81%-176.2pp | 151.12%-138.5pp | 302.99%-290.4pp |
| Employer contribution / active EE | $1,809 | $5,707-68.3% | $5,011-63.9% | $4,763-62.0% |
| Participant deferral / active EE | $5,108 | $5,955-14.2% | $5,202-1.8% | $5,983-14.6% |
| Admin fee / account holder | $281 | $17,079-98.4% | $13,987-98.0% | $11,252-97.5% |