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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 | $72,235 | $165,399-56.3% | $149,745-51.8% | $158,982-54.6% |
| Participation rate | 77.3% | 84.6%-7.3pp | 82.5%-5.2pp | 82.0%-4.7pp |
| Annual return | 12.23% | 348.34%-336.1pp | 276.72%-264.5pp | 302.99%-290.8pp |
| Employer contribution / active EE | $1,166 | $5,105-77.2% | $4,646-74.9% | $4,763-75.5% |
| Participant deferral / active EE | $4,707 | $7,183-34.5% | $6,843-31.2% | $5,983-21.3% |
| Admin fee / account holder | $50 | $10,811-99.5% | $9,312-99.5% | $11,252-99.6% |