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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 | $33,119 | $165,381-80.0% | $149,730-77.9% | $158,966-79.2% |
| Participation rate | 78.9% | 84.6%-5.6pp | 82.5%-3.5pp | 82.0%-3.0pp |
| Annual return | 19.95% | 348.29%-328.3pp | 276.70%-256.7pp | 302.95%-283.0pp |
| Employer contribution / active EE | $1,169 | $5,104-77.1% | $4,645-74.8% | $4,762-75.4% |
| Participant deferral / active EE | $2,393 | $7,182-66.7% | $6,843-65.0% | $5,983-60.0% |
| Admin fee / account holder | $18 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |