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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 | $122,229 | $165,381-26.1% | $149,730-18.4% | $158,966-23.1% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 21.48% | 348.29%-326.8pp | 276.70%-255.2pp | 302.95%-281.5pp |
| Employer contribution / active EE | $1,934 | $5,104-62.1% | $4,645-58.4% | $4,762-59.4% |
| Participant deferral / active EE | $5,464 | $7,182-23.9% | $6,843-20.1% | $5,983-8.7% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |