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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 | $50,758 | $209,425-75.8% | $178,499-71.6% | $158,966-68.1% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 19.24% | 188.80%-169.6pp | 151.10%-131.9pp | 302.95%-283.7pp |
| Employer contribution / active EE | $1,486 | $5,707-74.0% | $5,011-70.3% | $4,762-68.8% |
| Participant deferral / active EE | $3,530 | $5,955-40.7% | $5,202-32.1% | $5,983-41.0% |
| Admin fee / account holder | $11 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |