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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 | $28,962 | $134,817-78.5% | $123,973-76.6% | $155,188-81.3% |
| Participation rate | 70.6% | 79.4%-8.8pp | 76.7%-6.1pp | 80.8%-10.2pp |
| Annual return | 22.42% | 515.49%-493.1pp | 388.13%-365.7pp | 148.84%-126.4pp |
| Employer contribution / active EE | $1,682 | $4,425-62.0% | $4,126-59.2% | $4,248-60.4% |
| Participant deferral / active EE | $2,895 | $5,706-49.3% | $5,247-44.8% | $6,531-55.7% |
| Admin fee / account holder | $69 | $13,245-99.5% | $11,799-99.4% | $14,480-99.5% |