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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 | $64,594 | $209,422-69.2% | $178,503-63.8% | $158,982-59.4% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 20.67% | 188.81%-168.1pp | 151.12%-130.5pp | 302.99%-282.3pp |
| Employer contribution / active EE | $1,644 | $5,707-71.2% | $5,011-67.2% | $4,763-65.5% |
| Participant deferral / active EE | $2,044 | $5,955-65.7% | $5,202-60.7% | $5,983-65.8% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |