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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 | $49,264 | $165,381-70.2% | $149,730-67.1% | $158,966-69.0% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 15.03% | 348.29%-333.3pp | 276.70%-261.7pp | 302.95%-287.9pp |
| Employer contribution / active EE | $1,346 | $5,104-73.6% | $4,645-71.0% | $4,762-71.7% |
| Participant deferral / active EE | $2,676 | $7,182-62.7% | $6,843-60.9% | $5,983-55.3% |
| Admin fee / account holder | $65 | $10,809-99.4% | $9,310-99.3% | $11,250-99.4% |