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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 | $74,390 | $169,356-56.1% | $129,406-42.5% | $145,897-49.0% |
| Participation rate | 70.0% | 76.5%-6.5pp | 69.6%+0.4pp | 80.3%-10.3pp |
| Annual return | 12.60% | 14418.62%-14406.0pp | 9468.18%-9455.6pp | 552.29%-539.7pp |
| Employer contribution / active EE | $3,046 | $5,542-45.0% | $4,155-26.7% | $4,663-34.7% |
| Participant deferral / active EE | $5,124 | $4,987+2.8% | $4,167+23.0% | $6,689-23.4% |
| Admin fee / account holder | $65 | $9,915-99.3% | $7,689-99.1% | $13,390-99.5% |