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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 | $37,715 | $112,112-66.4% | $95,956-60.7% | $158,950-76.3% |
| Participation rate | 76.2% | 79.0%-2.8pp | 77.1%-0.9pp | 82.0%-5.8pp |
| Annual return | 21.50% | 171.15%-149.6pp | 91.63%-70.1pp | 302.91%-281.4pp |
| Employer contribution / active EE | $863 | $3,199-73.0% | $2,541-66.0% | $4,762-81.9% |
| Participant deferral / active EE | $8,918 | $4,784+86.4% | $4,167+114.0% | $5,983+49.1% |
| Admin fee / account holder | $123 | $10,134-98.8% | $6,797-98.2% | $11,248-98.9% |