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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 | $87,463 | $144,130-39.3% | $117,861-25.8% | $147,586-40.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 18.00% | 531.20%-513.2pp | 335.11%-317.1pp | 578.59%-560.6pp |
| Employer contribution / active EE | $1,665 | $4,897-66.0% | $3,786-56.0% | $4,876-65.9% |
| Participant deferral / active EE | $4,426 | $5,316-16.7% | $4,482-1.3% | $5,439-18.6% |
| Admin fee / account holder | $249 | $10,887-97.7% | $8,021-96.9% | $10,886-97.7% |