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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 | $18,820 | $118,877-84.2% | $96,570-80.5% | $167,536-88.8% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.8%+0.2pp | 82.1%-12.1pp |
| Annual return | 18.37% | 50.50%-32.1pp | 37.79%-19.4pp | 478.82%-460.4pp |
| Employer contribution / active EE | $1,125 | $3,121-63.9% | $2,357-52.3% | $4,839-76.7% |
| Participant deferral / active EE | $1,609 | $4,617-65.1% | $3,849-58.2% | $6,342-74.6% |
| Admin fee / account holder | $219 | $8,069-97.3% | $6,182-96.5% | $12,315-98.2% |