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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 | $87,895 | $165,399-46.9% | $149,745-41.3% | $158,982-44.7% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 17.72% | 348.34%-330.6pp | 276.72%-259.0pp | 302.99%-285.3pp |
| Employer contribution / active EE | $1,047 | $5,105-79.5% | $4,646-77.5% | $4,763-78.0% |
| Participant deferral / active EE | $5,419 | $7,183-24.6% | $6,843-20.8% | $5,983-9.4% |
| Admin fee / account holder | $83 | $10,811-99.2% | $9,312-99.1% | $11,252-99.3% |