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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 | $24,475 | $157,296-84.4% | $141,191-82.7% | $152,897-84.0% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 15.66% | 64.34%-48.7pp | 71.41%-55.7pp | 345.43%-329.8pp |
| Employer contribution / active EE | $1,418 | $5,262-73.0% | $4,736-70.1% | $4,764-70.2% |
| Participant deferral / active EE | $2,539 | $7,111-64.3% | $6,710-62.2% | $5,851-56.6% |
| Admin fee / account holder | $73 | $12,125-99.4% | $10,264-99.3% | $11,599-99.4% |