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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 | $36,892 | $165,399-77.7% | $149,745-75.4% | $158,982-76.8% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 29.58% | 348.34%-318.8pp | 276.72%-247.1pp | 302.99%-273.4pp |
| Employer contribution / active EE | $1,577 | $5,105-69.1% | $4,646-66.1% | $4,763-66.9% |
| Participant deferral / active EE | $2,850 | $7,183-60.3% | $6,843-58.3% | $5,983-52.4% |
| Admin fee / account holder | $173 | $10,811-98.4% | $9,312-98.1% | $11,252-98.5% |