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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 | $58,090 | $165,399-64.9% | $149,745-61.2% | $158,982-63.5% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 13.59% | 348.34%-334.7pp | 276.72%-263.1pp | 302.99%-289.4pp |
| Employer contribution / active EE | $1,301 | $5,105-74.5% | $4,646-72.0% | $4,763-72.7% |
| Participant deferral / active EE | $3,224 | $7,183-55.1% | $6,843-52.9% | $5,983-46.1% |
| Admin fee / account holder | $290 | $10,811-97.3% | $9,312-96.9% | $11,252-97.4% |