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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 | $48,231 | $126,113-61.8% | $116,096-58.5% | $155,188-68.9% |
| Participation rate | 75.0% | 75.1%-0.1pp | 73.3%+1.7pp | 80.8%-5.8pp |
| Annual return | 17.14% | 391.72%-374.6pp | 326.25%-309.1pp | 148.84%-131.7pp |
| Employer contribution / active EE | $1,125 | $2,672-57.9% | $2,503-55.1% | $4,248-73.5% |
| Participant deferral / active EE | $1,500 | $4,162-64.0% | $3,952-62.0% | $6,531-77.0% |
| Admin fee / account holder | $15 | $8,045-99.8% | $7,704-99.8% | $14,480-99.9% |