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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 | $55,052 | $217,432-74.7% | $185,851-70.4% | $167,553-67.1% |
| Participation rate | 90.5% | 86.1%+4.4pp | 81.7%+8.8pp | 82.1%+8.4pp |
| Annual return | 16.96% | 148.43%-131.5pp | 122.11%-105.2pp | 478.89%-461.9pp |
| Employer contribution / active EE | $1,819 | $5,874-69.0% | $5,168-64.8% | $4,840-62.4% |
| Participant deferral / active EE | $4,630 | $6,357-27.2% | $5,569-16.9% | $6,343-27.0% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |