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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 | $28,232 | $115,814-75.6% | $101,275-72.1% | $158,982-82.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 14.92% | 56.16%-41.2pp | 46.48%-31.6pp | 302.99%-288.1pp |
| Employer contribution / active EE | $1,955 | $4,176-53.2% | $3,660-46.6% | $4,763-58.9% |
| Participant deferral / active EE | $2,415 | $4,958-51.3% | $4,371-44.7% | $5,983-59.6% |
| Admin fee / account holder | $52 | $7,249-99.3% | $5,948-99.1% | $11,252-99.5% |