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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 | $29,761 | $183,516-83.8% | $155,534-80.9% | $145,884-79.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.14% | 61.43%-47.3pp | 64.92%-50.8pp | 551.85%-537.7pp |
| Employer contribution / active EE | $1,130 | $5,315-78.7% | $4,675-75.8% | $4,662-75.8% |
| Participant deferral / active EE | $2,160 | $6,467-66.6% | $5,630-61.6% | $6,690-67.7% |
| Admin fee / account holder | $57 | $19,293-99.7% | $15,900-99.6% | $13,392-99.6% |