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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 | $12,483 | $169,237-92.6% | $129,339-90.3% | $145,978-91.4% |
| Participation rate | 76.2% | 76.5%-0.3pp | 69.6%+6.6pp | 80.3%-4.1pp |
| Annual return | 20.71% | 14364.43%-14343.7pp | 9437.05%-9416.3pp | 550.52%-529.8pp |
| Employer contribution / active EE | $612 | $5,540-88.9% | $4,154-85.3% | $4,662-86.9% |
| Participant deferral / active EE | $2,011 | $4,991-59.7% | $4,170-51.8% | $6,690-69.9% |
| Admin fee / account holder | $52 | $9,882-99.5% | $7,668-99.3% | $13,400-99.6% |