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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 | $69,545 | $217,392-68.0% | $185,818-62.6% | $167,497-58.5% |
| Participation rate | 86.4% | 86.0%+0.3pp | 81.7%+4.7pp | 82.1%+4.3pp |
| Annual return | 23.01% | 148.37%-125.4pp | 122.06%-99.1pp | 478.62%-455.6pp |
| Employer contribution / active EE | $4,408 | $5,873-24.9% | $5,168-14.7% | $4,838-8.9% |
| Participant deferral / active EE | $2,604 | $6,357-59.0% | $5,568-53.2% | $6,341-58.9% |
| Admin fee / account holder | $0 | $19,813-100.0% | $16,239-100.0% | $12,310-100.0% |