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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 | $34,937 | $112,112-68.8% | $95,956-63.6% | $158,950-78.0% |
| Participation rate | 71.4% | 79.0%-7.6pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 11.56% | 171.15%-159.6pp | 91.63%-80.1pp | 302.91%-291.3pp |
| Employer contribution / active EE | $967 | $3,199-69.8% | $2,541-61.9% | $4,762-79.7% |
| Participant deferral / active EE | $1,938 | $4,784-59.5% | $4,167-53.5% | $5,983-67.6% |
| Admin fee / account holder | $8 | $10,134-99.9% | $6,797-99.9% | $11,248-99.9% |