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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 | $38,580 | $176,402-78.1% | $134,162-71.2% | $158,966-75.7% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 16.10% | 63.66%-47.6pp | 36.35%-20.2pp | 302.95%-286.9pp |
| Employer contribution / active EE | $416 | $5,042-91.7% | $3,705-88.8% | $4,762-91.3% |
| Participant deferral / active EE | $1,694 | $4,093-58.6% | $3,500-51.6% | $5,983-71.7% |
| Admin fee / account holder | $251 | $8,719-97.1% | $6,685-96.2% | $11,250-97.8% |