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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 | $45,685 | $148,623-69.3% | $135,974-66.4% | $139,466-67.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 18.97% | 79.30%-60.3pp | 68.30%-49.3pp | 373.66%-354.7pp |
| Employer contribution / active EE | $1,359 | $5,246-74.1% | $4,859-72.0% | $4,754-71.4% |
| Participant deferral / active EE | $3,321 | $8,103-59.0% | $7,760-57.2% | $6,712-50.5% |
| Admin fee / account holder | $48 | $12,406-99.6% | $10,767-99.6% | $11,409-99.6% |