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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 | $76,202 | $217,427-65.0% | $185,837-59.0% | $167,518-54.5% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 19.15% | 148.39%-129.2pp | 122.08%-102.9pp | 478.71%-459.6pp |
| Employer contribution / active EE | $1,669 | $5,874-71.6% | $5,168-67.7% | $4,838-65.5% |
| Participant deferral / active EE | $5,593 | $6,357-12.0% | $5,568+0.4% | $6,342-11.8% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |