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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 | $15,194 | $106,280-85.7% | $96,538-84.3% | $139,487-89.1% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 48.71% | 38.48%+10.2pp | 35.74%+13.0pp | 373.84%-325.1pp |
| Employer contribution / active EE | $2,014 | $4,107-51.0% | $3,740-46.1% | $4,755-57.6% |
| Participant deferral / active EE | $5,303 | $5,457-2.8% | $4,880+8.7% | $6,713-21.0% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |