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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 | $16,112 | $103,008-84.4% | $90,304-82.2% | $152,897-89.5% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.5%-11.0pp |
| Annual return | 36.98% | 95.22%-58.2pp | 78.13%-41.2pp | 345.43%-308.4pp |
| Employer contribution / active EE | $1,690 | $3,139-46.2% | $2,855-40.8% | $4,764-64.5% |
| Participant deferral / active EE | $7,230 | $4,281+68.9% | $3,885+86.1% | $5,851+23.6% |
| Admin fee / account holder | $10 | $6,175-99.8% | $5,354-99.8% | $11,599-99.9% |