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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 | $217,427-84.1% | $185,837-81.3% | $167,518-79.3% |
| Participation rate | 72.2% | 86.0%-13.8pp | 81.7%-9.5pp | 82.1%-9.9pp |
| Annual return | 10.24% | 148.39%-138.2pp | 122.08%-111.8pp | 478.71%-468.5pp |
| Employer contribution / active EE | $1,688 | $5,874-71.3% | $5,168-67.3% | $4,838-65.1% |
| Participant deferral / active EE | $5,598 | $6,357-11.9% | $5,568+0.5% | $6,342-11.7% |
| Admin fee / account holder | $143 | $19,816-99.3% | $16,241-99.1% | $12,312-98.8% |