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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 | $27,557 | $176,105-84.4% | $159,474-82.7% | $167,536-83.6% |
| Participation rate | 72.7% | 85.0%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 20.81% | 331.91%-311.1pp | 263.68%-242.9pp | 478.82%-458.0pp |
| Employer contribution / active EE | $1,449 | $5,299-72.7% | $4,831-70.0% | $4,839-70.1% |
| Participant deferral / active EE | $6,346 | $7,751-18.1% | $7,353-13.7% | $6,342+0.1% |
| Admin fee / account holder | $265 | $12,559-97.9% | $10,802-97.5% | $12,315-97.8% |