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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 | $62,985 | $198,457-68.3% | $170,435-63.0% | $147,586-57.3% |
| Participation rate | 76.9% | 88.0%-11.0pp | 83.6%-6.7pp | 82.8%-5.9pp |
| Annual return | 16.29% | 257.30%-241.0pp | 205.94%-189.7pp | 578.59%-562.3pp |
| Employer contribution / active EE | $3,055 | $6,183-50.6% | $5,432-43.8% | $4,876-37.4% |
| Participant deferral / active EE | $7,479 | $5,629+32.9% | $4,939+51.4% | $5,439+37.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |