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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 | $39,910 | $148,629-73.1% | $135,982-70.7% | $139,487-71.4% |
| Participation rate | 76.2% | 83.9%-7.7pp | 81.9%-5.7pp | 80.3%-4.1pp |
| Annual return | 22.00% | 79.33%-57.3pp | 68.32%-46.3pp | 373.84%-351.8pp |
| Employer contribution / active EE | $1,472 | $5,247-71.9% | $4,859-69.7% | $4,755-69.0% |
| Participant deferral / active EE | $3,598 | $8,102-55.6% | $7,760-53.6% | $6,713-46.4% |
| Admin fee / account holder | $22 | $12,406-99.8% | $10,767-99.8% | $11,407-99.8% |