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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 | $67,070 | $176,105-61.9% | $159,474-57.9% | $167,536-60.0% |
| Participation rate | 72.7% | 85.0%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 21.77% | 331.91%-310.1pp | 263.68%-241.9pp | 478.82%-457.0pp |
| Employer contribution / active EE | $1,762 | $5,299-66.7% | $4,831-63.5% | $4,839-63.6% |
| Participant deferral / active EE | $2,726 | $7,751-64.8% | $7,353-62.9% | $6,342-57.0% |
| Admin fee / account holder | $159 | $12,559-98.7% | $10,802-98.5% | $12,315-98.7% |