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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 | $15,465 | $77,416-80.0% | $69,464-77.7% | $152,897-89.9% |
| Participation rate | 77.8% | 78.1%-0.3pp | 74.6%+3.2pp | 82.5%-4.7pp |
| Annual return | 22.20% | 39.08%-16.9pp | 28.98%-6.8pp | 345.43%-323.2pp |
| Employer contribution / active EE | $682 | $3,315-79.4% | $2,779-75.5% | $4,764-85.7% |
| Participant deferral / active EE | $1,940 | $4,413-56.0% | $3,536-45.1% | $5,851-66.8% |
| Admin fee / account holder | $1 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |