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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 | $23,101 | $176,105-86.9% | $159,474-85.5% | $167,536-86.2% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 19.57% | 331.91%-312.3pp | 263.68%-244.1pp | 478.82%-459.2pp |
| Employer contribution / active EE | $3,932 | $5,299-25.8% | $4,831-18.6% | $4,839-18.8% |
| Participant deferral / active EE | $3,610 | $7,751-53.4% | $7,353-50.9% | $6,342-43.1% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |