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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 | $74,028 | $144,130-48.6% | $117,861-37.2% | $147,586-49.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 13.99% | 531.20%-517.2pp | 335.11%-321.1pp | 578.59%-564.6pp |
| Employer contribution / active EE | $1,987 | $4,897-59.4% | $3,786-47.5% | $4,876-59.2% |
| Participant deferral / active EE | $3,527 | $5,316-33.6% | $4,482-21.3% | $5,439-35.1% |
| Admin fee / account holder | $244 | $10,887-97.8% | $8,021-97.0% | $10,886-97.8% |