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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 | $52,536 | $148,582-64.6% | $135,942-61.4% | $139,456-62.3% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 16.83% | 79.26%-62.4pp | 68.28%-51.4pp | 373.45%-356.6pp |
| Employer contribution / active EE | $1,472 | $5,245-71.9% | $4,858-69.7% | $4,753-69.0% |
| Participant deferral / active EE | $4,335 | $8,101-46.5% | $7,759-44.1% | $6,711-35.4% |
| Admin fee / account holder | $203 | $12,402-98.4% | $10,764-98.1% | $11,407-98.2% |