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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 | $57,656 | $132,634-56.5% | $115,768-50.2% | $137,256-58.0% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.4%-3.0pp | 80.0%-8.5pp |
| Annual return | 18.93% | 160.70%-141.8pp | 100.46%-81.5pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,264 | $3,360-62.4% | $2,940-57.0% | $4,156-69.6% |
| Participant deferral / active EE | $5,283 | $5,619-6.0% | $4,917+7.4% | $6,407-17.5% |
| Admin fee / account holder | $217 | $15,028-98.6% | $12,439-98.3% | $12,270-98.2% |