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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 | $24,853 | $117,895-78.9% | $102,460-75.7% | $145,897-83.0% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 14.06% | 31.92%-17.9pp | 29.47%-15.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,465 | $3,619-59.5% | $3,025-51.6% | $4,663-68.6% |
| Participant deferral / active EE | $4,304 | $5,736-25.0% | $5,056-14.9% | $6,689-35.7% |
| Admin fee / account holder | $215 | $13,353-98.4% | $9,460-97.7% | $13,390-98.4% |