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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 | $29,972 | $148,629-79.8% | $135,982-78.0% | $139,487-78.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 20.28% | 79.33%-59.0pp | 68.32%-48.0pp | 373.84%-353.6pp |
| Employer contribution / active EE | $1,134 | $5,247-78.4% | $4,859-76.7% | $4,755-76.2% |
| Participant deferral / active EE | $3,065 | $8,102-62.2% | $7,760-60.5% | $6,713-54.3% |
| Admin fee / account holder | $116 | $12,406-99.1% | $10,767-98.9% | $11,407-99.0% |