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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 | $49,915 | $165,381-69.8% | $149,730-66.7% | $158,966-68.6% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 20.44% | 348.29%-327.9pp | 276.70%-256.3pp | 302.95%-282.5pp |
| Employer contribution / active EE | $1,962 | $5,104-61.6% | $4,645-57.8% | $4,762-58.8% |
| Participant deferral / active EE | $6,463 | $7,182-10.0% | $6,843-5.6% | $5,983+8.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |