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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 | $27,560 | $148,629-81.5% | $135,982-79.7% | $139,487-80.2% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.5pp | 80.3%-3.9pp |
| Annual return | 19.90% | 79.33%-59.4pp | 68.32%-48.4pp | 373.84%-353.9pp |
| Employer contribution / active EE | $1,477 | $5,247-71.8% | $4,859-69.6% | $4,755-68.9% |
| Participant deferral / active EE | $2,957 | $8,102-63.5% | $7,760-61.9% | $6,713-56.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |