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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 | $68,856 | $217,432-68.3% | $185,849-63.0% | $167,536-58.9% |
| Participation rate | 70.0% | 86.1%-16.1pp | 81.7%-11.7pp | 82.1%-12.1pp |
| Annual return | 15.97% | 148.42%-132.4pp | 122.10%-106.1pp | 478.82%-462.8pp |
| Employer contribution / active EE | $1,436 | $5,875-75.6% | $5,169-72.2% | $4,839-70.3% |
| Participant deferral / active EE | $3,361 | $6,357-47.1% | $5,569-39.7% | $6,342-47.0% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |