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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 | $49,598 | $217,427-77.2% | $185,837-73.3% | $167,518-70.4% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 17.15% | 148.39%-131.2pp | 122.08%-104.9pp | 478.71%-461.6pp |
| Employer contribution / active EE | $1,468 | $5,874-75.0% | $5,168-71.6% | $4,838-69.7% |
| Participant deferral / active EE | $9,727 | $6,357+53.0% | $5,568+74.7% | $6,342+53.4% |
| Admin fee / account holder | $20 | $19,816-99.9% | $16,241-99.9% | $12,312-99.8% |