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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 | $44,035 | $118,708-62.9% | $98,920-55.5% | $158,966-72.3% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 19.77% | 372.49%-352.7pp | 196.47%-176.7pp | 302.95%-283.2pp |
| Employer contribution / active EE | $595 | $3,334-82.2% | $2,689-77.9% | $4,762-87.5% |
| Participant deferral / active EE | $3,602 | $5,089-29.2% | $4,245-15.2% | $5,983-39.8% |
| Admin fee / account holder | $10 | $10,134-99.9% | $6,643-99.8% | $11,250-99.9% |