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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 | $84,166 | $110,093-23.5% | $97,295-13.5% | $145,897-42.3% |
| Participation rate | 70.0% | 75.9%-5.9pp | 72.7%-2.7pp | 80.3%-10.3pp |
| Annual return | 11.42% | 244.76%-233.3pp | 75.62%-64.2pp | 552.29%-540.9pp |
| Employer contribution / active EE | $816 | $3,077-73.5% | $2,723-70.0% | $4,663-82.5% |
| Participant deferral / active EE | $6,225 | $4,678+33.1% | $4,264+46.0% | $6,689-6.9% |
| Admin fee / account holder | $111 | $6,212-98.2% | $5,646-98.0% | $13,390-99.2% |