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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 | $63,584 | $168,636-62.3% | $147,618-56.9% | $125,388-49.3% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | 0.41% | 77.65%-77.2pp | 61.98%-61.6pp | 282.24%-281.8pp |
| Employer contribution / active EE | $3,433 | $6,252-45.1% | $5,565-38.3% | $4,866-29.5% |
| Participant deferral / active EE | $2,466 | $5,507-55.2% | $4,895-49.6% | $5,352-53.9% |
| Admin fee / account holder | $15 | $13,580-99.9% | $11,612-99.9% | $9,541-99.8% |