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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 | $19,367 | $114,119-83.0% | $107,187-81.9% | $138,895-86.1% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.0%-3.6pp | 79.9%-8.5pp |
| Annual return | 26.45% | 273.21%-246.8pp | 204.55%-178.1pp | 145.39%-118.9pp |
| Employer contribution / active EE | $1,768 | $4,059-56.4% | $3,782-53.3% | $4,194-57.9% |
| Participant deferral / active EE | $3,055 | $5,538-44.8% | $5,096-40.1% | $6,396-52.2% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |