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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 | $26,470 | $111,535-76.3% | $105,223-74.8% | $137,256-80.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 19.64% | 237.85%-218.2pp | 180.65%-161.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $969 | $3,939-75.4% | $3,689-73.7% | $4,156-76.7% |
| Participant deferral / active EE | $2,437 | $5,500-55.7% | $5,072-51.9% | $6,407-62.0% |
| Admin fee / account holder | $102 | $9,721-99.0% | $8,859-98.9% | $12,270-99.2% |