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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 | $33,847 | $110,379-69.3% | $102,412-67.0% | $145,884-76.8% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 13.18% | 24.84%-11.7pp | 24.94%-11.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,430 | $4,216-66.1% | $3,870-63.0% | $4,662-69.3% |
| Participant deferral / active EE | $6,478 | $5,622+15.2% | $5,060+28.0% | $6,690-3.2% |
| Admin fee / account holder | $147 | $9,745-98.5% | $8,388-98.2% | $13,392-98.9% |