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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 | $49,896 | $70,366-29.1% | $66,674-25.2% | $138,895-64.1% |
| Participation rate | 73.3% | 76.2%-2.8pp | 73.7%-0.3pp | 79.9%-6.6pp |
| Annual return | 19.53% | 386.41%-366.9pp | 321.24%-301.7pp | 145.39%-125.9pp |
| Employer contribution / active EE | $1,416 | $2,765-48.8% | $2,620-46.0% | $4,194-66.2% |
| Participant deferral / active EE | $2,467 | $4,374-43.6% | $4,084-39.6% | $6,396-61.4% |
| Admin fee / account holder | $18 | $5,262-99.7% | $5,098-99.6% | $12,562-99.9% |