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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 | $23,162 | $183,627-87.4% | $155,602-85.1% | $145,978-84.1% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 14.74% | 61.32%-46.6pp | 64.81%-50.1pp | 550.52%-535.8pp |
| Employer contribution / active EE | $1,206 | $5,316-77.3% | $4,675-74.2% | $4,662-74.1% |
| Participant deferral / active EE | $4,356 | $6,466-32.6% | $5,629-22.6% | $6,690-34.9% |
| Admin fee / account holder | $98 | $19,327-99.5% | $15,923-99.4% | $13,400-99.3% |