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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 | $41,100 | $183,516-77.6% | $155,534-73.6% | $145,884-71.8% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 13.68% | 61.43%-47.7pp | 64.92%-51.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,691 | $5,315-68.2% | $4,675-63.8% | $4,662-63.7% |
| Participant deferral / active EE | $3,553 | $6,467-45.0% | $5,630-36.9% | $6,690-46.9% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |