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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 | $34,081 | $183,592-81.4% | $155,567-78.1% | $145,959-76.7% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 11.79% | 61.24%-49.5pp | 64.74%-53.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $1,175 | $5,315-77.9% | $4,674-74.9% | $4,661-74.8% |
| Participant deferral / active EE | $3,903 | $6,464-39.6% | $5,628-30.6% | $6,689-41.6% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |