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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 | $41,414 | $129,737-68.1% | $119,126-65.2% | $154,746-73.2% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 13.87% | 379.08%-365.2pp | 282.11%-268.2pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,716 | $4,375-60.8% | $4,034-57.5% | $4,379-60.8% |
| Participant deferral / active EE | $2,725 | $5,842-53.3% | $5,318-48.8% | $6,730-59.5% |
| Admin fee / account holder | $40 | $11,961-99.7% | $10,693-99.6% | $14,365-99.7% |