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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 | $27,899 | $124,314-77.6% | $109,163-74.4% | $167,518-83.3% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.5pp | 82.1%-10.7pp |
| Annual return | 21.34% | 26.04%-4.7pp | 25.75%-4.4pp | 478.71%-457.4pp |
| Employer contribution / active EE | $2,582 | $4,209-38.6% | $3,723-30.6% | $4,838-46.6% |
| Participant deferral / active EE | $3,877 | $5,256-26.2% | $4,654-16.7% | $6,342-38.9% |
| Admin fee / account holder | $96 | $7,973-98.8% | $6,754-98.6% | $12,312-99.2% |