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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 | $117,829-78.9% | $102,423-75.7% | $145,877-83.0% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 14.06% | 31.83%-17.8pp | 29.42%-15.4pp | 551.28%-537.2pp |
| Employer contribution / active EE | $1,465 | $3,615-59.5% | $3,023-51.5% | $4,663-68.6% |
| Participant deferral / active EE | $4,304 | $5,732-24.9% | $5,054-14.8% | $6,691-35.7% |
| Admin fee / account holder | $215 | $13,335-98.4% | $9,455-97.7% | $13,402-98.4% |