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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 | $51,151 | $85,766-40.4% | $136,297-62.5% | $70,124-27.1% |
| Participation rate | 76.7% | 74.2%+2.5pp | 81.9%-5.3pp | 69.5%+7.1pp |
| Annual return | 20.74% | 31.45%-10.7pp | 5156.19%-5135.5pp | 73.14%-52.4pp |
| Employer contribution / active EE | $1,877 | $2,966-36.7% | $4,696-60.0% | $2,342-19.9% |
| Participant deferral / active EE | $3,100 | $5,051-38.6% | $6,247-50.4% | $3,332-7.0% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,244-100.0% | $4,645-100.0% |