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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 | $57,383 | $175,231-67.3% | $149,696-61.7% | $139,466-58.9% |
| Participation rate | 78.6% | 83.4%-4.8pp | 78.8%-0.2pp | 80.3%-1.8pp |
| Annual return | 13.45% | 166.77%-153.3pp | 134.46%-121.0pp | 373.66%-360.2pp |
| Employer contribution / active EE | $1,614 | $5,478-70.5% | $4,821-66.5% | $4,754-66.1% |
| Participant deferral / active EE | $4,803 | $6,521-26.4% | $5,682-15.5% | $6,712-28.4% |
| Admin fee / account holder | $109 | $16,155-99.3% | $13,212-99.2% | $11,409-99.0% |