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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 | $32,753 | $91,559-64.2% | $133,971-75.6% | $79,852-59.0% |
| Participation rate | 70.0% | 73.3%-3.3pp | 79.8%-9.8pp | 69.6%+0.4pp |
| Annual return | 57.88% | 61.85%-4.0pp | 45.09%+12.8pp | 31.72%+26.2pp |
| Employer contribution / active EE | $1,690 | $2,384-29.1% | $3,919-56.9% | $2,471-31.6% |
| Participant deferral / active EE | $2,967 | $3,734-20.5% | $5,047-41.2% | $3,740-20.7% |
| Admin fee / account holder | $14 | $6,321-99.8% | $8,929-99.8% | $5,306-99.7% |