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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 | $24,134 | $183,627-86.9% | $155,602-84.5% | $145,978-83.5% |
| Participation rate | 78.9% | 82.7%-3.7pp | 78.2%+0.7pp | 80.3%-1.3pp |
| Annual return | 14.43% | 61.32%-46.9pp | 64.81%-50.4pp | 550.52%-536.1pp |
| Employer contribution / active EE | $1,687 | $5,316-68.3% | $4,675-63.9% | $4,662-63.8% |
| Participant deferral / active EE | $3,809 | $6,466-41.1% | $5,629-32.3% | $6,690-43.1% |
| Admin fee / account holder | $104 | $19,327-99.5% | $15,923-99.3% | $13,400-99.2% |