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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 | $97,633 | $176,105-44.6% | $159,474-38.8% | $167,536-41.7% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 13.54% | 331.91%-318.4pp | 263.68%-250.1pp | 478.82%-465.3pp |
| Employer contribution / active EE | $1,487 | $5,299-71.9% | $4,831-69.2% | $4,839-69.3% |
| Participant deferral / active EE | $2,848 | $7,751-63.3% | $7,353-61.3% | $6,342-55.1% |
| Admin fee / account holder | $2 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |