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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 | $65,794 | $157,304-58.2% | $141,197-53.4% | $152,909-57.0% |
| Participation rate | 78.9% | 84.8%-5.9pp | 82.5%-3.5pp | 82.5%-3.5pp |
| Annual return | 22.71% | 64.34%-41.6pp | 71.41%-48.7pp | 345.46%-322.7pp |
| Employer contribution / active EE | $1,892 | $5,263-64.0% | $4,736-60.0% | $4,764-60.3% |
| Participant deferral / active EE | $4,933 | $7,111-30.6% | $6,710-26.5% | $5,851-15.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |