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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 | $51,317 | $112,121-54.2% | $95,960-46.5% | $158,966-67.7% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 9.22% | 171.16%-161.9pp | 91.63%-82.4pp | 302.95%-293.7pp |
| Employer contribution / active EE | $684 | $3,199-78.6% | $2,541-73.1% | $4,762-85.6% |
| Participant deferral / active EE | $1,548 | $4,784-67.7% | $4,167-62.9% | $5,983-74.1% |
| Admin fee / account holder | $16 | $10,135-99.8% | $6,797-99.8% | $11,250-99.9% |