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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 | $38,047 | $162,821-76.6% | $133,978-71.6% | $158,982-76.1% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 19.87% | 41.95%-22.1pp | 45.10%-25.2pp | 302.99%-283.1pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,885 | $5,910-68.1% | $5,047-62.7% | $5,983-68.5% |
| Admin fee / account holder | $33 | $11,742-99.7% | $8,930-99.6% | $11,252-99.7% |