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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 | $28,822 | $185,312-84.4% | $161,489-82.2% | $154,746-81.4% |
| Participation rate | 70.6% | 82.5%-11.9pp | 78.7%-8.1pp | 80.7%-10.1pp |
| Annual return | 22.61% | 103.84%-81.2pp | 89.72%-67.1pp | 172.34%-149.7pp |
| Employer contribution / active EE | $1,711 | $4,769-64.1% | $4,268-59.9% | $4,379-60.9% |
| Participant deferral / active EE | $3,256 | $6,350-48.7% | $5,630-42.2% | $6,730-51.6% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |