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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 | $55,480 | $210,698-73.7% | $178,014-68.8% | $145,959-62.0% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 12.15% | 386.27%-374.1pp | 294.80%-282.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $2,318 | $4,567-49.2% | $3,950-41.3% | $4,661-50.3% |
| Participant deferral / active EE | $5,763 | $6,958-17.2% | $6,276-8.2% | $6,689-13.8% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |