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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 | $58,809 | $175,231-66.4% | $149,696-60.7% | $139,466-57.8% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 18.97% | 166.77%-147.8pp | 134.46%-115.5pp | 373.66%-354.7pp |
| Employer contribution / active EE | $1,980 | $5,478-63.9% | $4,821-58.9% | $4,754-58.4% |
| Participant deferral / active EE | $6,714 | $6,521+3.0% | $5,682+18.2% | $6,7120% |
| Admin fee / account holder | $89 | $16,155-99.4% | $13,212-99.3% | $11,409-99.2% |