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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 | $74,158 | $209,428-64.6% | $178,498-58.5% | $158,950-53.3% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 18.28% | 188.78%-170.5pp | 151.09%-132.8pp | 302.91%-284.6pp |
| Employer contribution / active EE | $1,358 | $5,707-76.2% | $5,011-72.9% | $4,762-71.5% |
| Participant deferral / active EE | $6,123 | $5,955+2.8% | $5,202+17.7% | $5,983+2.3% |
| Admin fee / account holder | $59 | $17,077-99.7% | $13,985-99.6% | $11,248-99.5% |