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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 | $20,655 | $183,516-88.7% | $155,534-86.7% | $145,884-85.8% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 14.00% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,120 | $5,315-78.9% | $4,675-76.0% | $4,662-76.0% |
| Participant deferral / active EE | $4,100 | $6,467-36.6% | $5,630-27.2% | $6,690-38.7% |
| Admin fee / account holder | $97 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |