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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 | $29,584 | $142,426-79.2% | $115,167-74.3% | $152,909-80.7% |
| Participation rate | 75.0% | 82.4%-7.4pp | 75.9%-0.9pp | 82.5%-7.5pp |
| Annual return | 19.16% | 41.48%-22.3pp | 35.60%-16.4pp | 345.46%-326.3pp |
| Employer contribution / active EE | $899 | $4,011-77.6% | $3,179-71.7% | $4,764-81.1% |
| Participant deferral / active EE | $5,164 | $5,1650% | $4,169+23.9% | $5,851-11.7% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |