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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 | $25,307 | $89,367-71.7% | $141,191-82.1% | $72,975-65.3% |
| Participation rate | 70.4% | 75.1%-4.8pp | 82.5%-12.1pp | 69.5%+0.9pp |
| Annual return | 28.51% | 111.87%-83.4pp | 71.41%-42.9pp | 81.01%-52.5pp |
| Employer contribution / active EE | $1,944 | $3,115-37.6% | $4,736-59.0% | $2,440-20.3% |
| Participant deferral / active EE | $4,335 | $5,419-20.0% | $6,710-35.4% | $3,608+20.1% |
| Admin fee / account holder | $57 | $5,957-99.1% | $10,264-99.4% | $5,124-98.9% |