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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 | $27,986 | $148,623-81.2% | $135,974-79.4% | $139,466-79.9% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 23.56% | 79.30%-55.7pp | 68.30%-44.7pp | 373.66%-350.1pp |
| Employer contribution / active EE | $1,100 | $5,246-79.0% | $4,859-77.4% | $4,754-76.9% |
| Participant deferral / active EE | $3,828 | $8,103-52.8% | $7,760-50.7% | $6,712-43.0% |
| Admin fee / account holder | $28 | $12,406-99.8% | $10,767-99.7% | $11,409-99.8% |