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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 | $49,134 | $165,399-70.3% | $149,745-67.2% | $158,982-69.1% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 15.77% | 348.34%-332.6pp | 276.72%-260.9pp | 302.99%-287.2pp |
| Employer contribution / active EE | $968 | $5,105-81.0% | $4,646-79.2% | $4,763-79.7% |
| Participant deferral / active EE | $3,370 | $7,183-53.1% | $6,843-50.8% | $5,983-43.7% |
| Admin fee / account holder | $173 | $10,811-98.4% | $9,312-98.1% | $11,252-98.5% |