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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 | $20,990 | $110,039-80.9% | $97,260-78.4% | $145,884-85.6% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.2pp | 80.3%-8.9pp |
| Annual return | 16.09% | 244.44%-228.4pp | 75.54%-59.5pp | 551.85%-535.8pp |
| Employer contribution / active EE | $1,983 | $3,074-35.5% | $2,721-27.1% | $4,662-57.5% |
| Participant deferral / active EE | $3,416 | $4,674-26.9% | $4,262-19.8% | $6,690-48.9% |
| Admin fee / account holder | $169 | $6,204-97.3% | $5,640-97.0% | $13,392-98.7% |