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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 | $73,831 | $165,399-55.4% | $149,745-50.7% | $158,982-53.6% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 14.41% | 348.34%-333.9pp | 276.72%-262.3pp | 302.99%-288.6pp |
| Employer contribution / active EE | $2,393 | $5,105-53.1% | $4,646-48.5% | $4,763-49.8% |
| Participant deferral / active EE | $4,972 | $7,183-30.8% | $6,843-27.3% | $5,983-16.9% |
| Admin fee / account holder | $243 | $10,811-97.8% | $9,312-97.4% | $11,252-97.8% |