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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 | $13,978 | $108,922-87.2% | $100,398-86.1% | $145,978-90.4% |
| Participation rate | 72.7% | 83.0%-10.2pp | 81.5%-8.8pp | 80.3%-7.6pp |
| Annual return | 14.32% | 58.04%-43.7pp | 49.32%-35.0pp | 550.52%-536.2pp |
| Employer contribution / active EE | $1,484 | $4,426-66.5% | $3,946-62.4% | $4,662-68.2% |
| Participant deferral / active EE | $3,196 | $8,450-62.2% | $8,084-60.5% | $6,690-52.2% |
| Admin fee / account holder | $48 | $9,680-99.5% | $7,893-99.4% | $13,400-99.6% |