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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 | $17,045 | $121,637-86.0% | $104,605-83.7% | $158,931-89.3% |
| Participation rate | 72.7% | 77.5%-4.8pp | 74.1%-1.3pp | 82.0%-9.2pp |
| Annual return | 26.82% | 465.32%-438.5pp | 340.46%-313.6pp | 302.86%-276.0pp |
| Employer contribution / active EE | $700 | $3,163-77.9% | $2,681-73.9% | $4,761-85.3% |
| Participant deferral / active EE | $3,875 | $4,177-7.2% | $3,739+3.6% | $5,982-35.2% |
| Admin fee / account holder | $147 | $7,788-98.1% | $6,473-97.7% | $11,247-98.7% |