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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 | $59,905 | $209,425-71.4% | $178,499-66.4% | $158,966-62.3% |
| Participation rate | 79.2% | 86.4%-7.2pp | 81.9%-2.8pp | 82.0%-2.8pp |
| Annual return | 29.34% | 188.80%-159.5pp | 151.10%-121.8pp | 302.95%-273.6pp |
| Employer contribution / active EE | $1,708 | $5,707-70.1% | $5,011-65.9% | $4,762-64.1% |
| Participant deferral / active EE | $3,424 | $5,955-42.5% | $5,202-34.2% | $5,983-42.8% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |