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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 | $32,639 | $125,184-73.9% | $105,607-69.1% | $145,884-77.6% |
| Participation rate | 70.8% | 77.6%-6.8pp | 75.3%-4.4pp | 80.3%-9.5pp |
| Annual return | 20.02% | 225.00%-205.0pp | 116.11%-96.1pp | 551.85%-531.8pp |
| Employer contribution / active EE | $1,472 | $3,720-60.4% | $3,167-53.5% | $4,662-68.4% |
| Participant deferral / active EE | $3,862 | $5,714-32.4% | $5,011-22.9% | $6,690-42.3% |
| Admin fee / account holder | $23 | $17,133-99.9% | $10,958-99.8% | $13,392-99.8% |