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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 | $55,388 | $165,399-66.5% | $149,745-63.0% | $158,982-65.2% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 13.49% | 348.34%-334.8pp | 276.72%-263.2pp | 302.99%-289.5pp |
| Employer contribution / active EE | $1,872 | $5,105-63.3% | $4,646-59.7% | $4,763-60.7% |
| Participant deferral / active EE | $4,954 | $7,183-31.0% | $6,843-27.6% | $5,983-17.2% |
| Admin fee / account holder | $213 | $10,811-98.0% | $9,312-97.7% | $11,252-98.1% |