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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 | $31,769 | $115,814-72.6% | $101,275-68.6% | $158,982-80.0% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 16.74% | 56.16%-39.4pp | 46.48%-29.7pp | 302.99%-286.3pp |
| Employer contribution / active EE | $1,698 | $4,176-59.3% | $3,660-53.6% | $4,763-64.3% |
| Participant deferral / active EE | $4,140 | $4,958-16.5% | $4,371-5.3% | $5,983-30.8% |
| Admin fee / account holder | $18 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |