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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 | $49,132 | $217,427-77.4% | $185,837-73.6% | $167,518-70.7% |
| Participation rate | 84.2% | 86.0%-1.8pp | 81.7%+2.5pp | 82.1%+2.1pp |
| Annual return | 15.07% | 148.39%-133.3pp | 122.08%-107.0pp | 478.71%-463.6pp |
| Employer contribution / active EE | $1,719 | $5,874-70.7% | $5,168-66.7% | $4,838-64.5% |
| Participant deferral / active EE | $3,759 | $6,357-40.9% | $5,568-32.5% | $6,342-40.7% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |