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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 | $34,676 | $217,432-84.1% | $185,849-81.3% | $167,536-79.3% |
| Participation rate | 72.2% | 86.1%-13.8pp | 81.7%-9.5pp | 82.1%-9.9pp |
| Annual return | 10.24% | 148.42%-138.2pp | 122.10%-111.9pp | 478.82%-468.6pp |
| Employer contribution / active EE | $1,688 | $5,875-71.3% | $5,169-67.3% | $4,839-65.1% |
| Participant deferral / active EE | $5,598 | $6,357-11.9% | $5,569+0.5% | $6,342-11.7% |
| Admin fee / account holder | $143 | $19,818-99.3% | $16,244-99.1% | $12,315-98.8% |