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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 | $61,150 | $152,619-59.9% | $125,195-51.2% | $152,909-60.0% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 15.62% | 54.85%-39.2pp | 43.79%-28.2pp | 345.46%-329.8pp |
| Employer contribution / active EE | $1,096 | $4,947-77.8% | $3,866-71.7% | $4,764-77.0% |
| Participant deferral / active EE | $9,849 | $5,869+67.8% | $4,937+99.5% | $5,851+68.3% |
| Admin fee / account holder | $20 | $13,437-99.9% | $9,704-99.8% | $11,601-99.8% |