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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 | $183,516-81.4% | $155,534-78.1% | $145,884-76.6% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 11.79% | 61.43%-49.6pp | 64.92%-53.1pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,175 | $5,315-77.9% | $4,675-74.9% | $4,662-74.8% |
| Participant deferral / active EE | $3,903 | $6,467-39.6% | $5,630-30.7% | $6,690-41.6% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |