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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 | $48,590 | $148,629-67.3% | $135,982-64.3% | $139,487-65.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 19.66% | 79.33%-59.7pp | 68.32%-48.7pp | 373.84%-354.2pp |
| Employer contribution / active EE | $1,392 | $5,247-73.5% | $4,859-71.4% | $4,755-70.7% |
| Participant deferral / active EE | $3,877 | $8,102-52.1% | $7,760-50.0% | $6,713-42.2% |
| Admin fee / account holder | $3 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |