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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 | $62,828 | $112,933-44.4% | $90,970-30.9% | $158,982-60.5% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.7pp |
| Annual return | 15.15% | 215.82%-200.7pp | 134.60%-119.4pp | 302.99%-287.8pp |
| Employer contribution / active EE | $1,493 | $2,893-48.4% | $2,122-29.6% | $4,763-68.7% |
| Participant deferral / active EE | $1,515 | $4,128-63.3% | $3,373-55.1% | $5,983-74.7% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |