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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 | $47,348 | $165,361-71.4% | $149,715-68.4% | $158,950-70.2% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 16.54% | 348.24%-331.7pp | 276.66%-260.1pp | 302.91%-286.4pp |
| Employer contribution / active EE | $1,733 | $5,103-66.0% | $4,645-62.7% | $4,762-63.6% |
| Participant deferral / active EE | $4,381 | $7,182-39.0% | $6,842-36.0% | $5,983-26.8% |
| Admin fee / account holder | $60 | $10,808-99.4% | $9,310-99.4% | $11,248-99.5% |