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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 | $30,157 | $124,314-75.7% | $109,163-72.4% | $167,518-82.0% |
| Participation rate | 77.8% | 79.4%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 16.82% | 26.04%-9.2pp | 25.75%-8.9pp | 478.71%-461.9pp |
| Employer contribution / active EE | $1,261 | $4,209-70.0% | $3,723-66.1% | $4,838-73.9% |
| Participant deferral / active EE | $2,962 | $5,256-43.7% | $4,654-36.4% | $6,342-53.3% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |