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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 | $25,841 | $165,361-84.4% | $149,715-82.7% | $158,950-83.7% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 15.71% | 348.24%-332.5pp | 276.66%-260.9pp | 302.91%-287.2pp |
| Employer contribution / active EE | $1,839 | $5,103-64.0% | $4,645-60.4% | $4,762-61.4% |
| Participant deferral / active EE | $6,312 | $7,182-12.1% | $6,842-7.7% | $5,983+5.5% |
| Admin fee / account holder | $5 | $10,808-99.9% | $9,310-99.9% | $11,248-100.0% |