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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 | $61,210 | $165,399-63.0% | $149,745-59.1% | $158,982-61.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 22.23% | 348.34%-326.1pp | 276.72%-254.5pp | 302.99%-280.8pp |
| Employer contribution / active EE | $1,171 | $5,105-77.1% | $4,646-74.8% | $4,763-75.4% |
| Participant deferral / active EE | $4,542 | $7,183-36.8% | $6,843-33.6% | $5,983-24.1% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |