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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 | $46,156 | $232,540-80.2% | $185,117-75.1% | $147,586-68.7% |
| Participation rate | 77.8% | 82.4%-4.6pp | 77.3%+0.5pp | 82.8%-5.1pp |
| Annual return | 16.84% | 43.03%-26.2pp | 40.50%-23.7pp | 578.59%-561.7pp |
| Employer contribution / active EE | $1,195 | $5,195-77.0% | $4,182-71.4% | $4,876-75.5% |
| Participant deferral / active EE | $3,411 | $5,834-41.5% | $5,045-32.4% | $5,439-37.3% |
| Admin fee / account holder | $3 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |