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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 | $41,697 | $77,416-46.1% | $69,464-40.0% | $152,897-72.7% |
| Participation rate | 73.3% | 78.1%-4.8pp | 74.6%-1.3pp | 82.5%-9.1pp |
| Annual return | 17.85% | 39.08%-21.2pp | 28.98%-11.1pp | 345.43%-327.6pp |
| Employer contribution / active EE | $1,049 | $3,315-68.4% | $2,779-62.3% | $4,764-78.0% |
| Participant deferral / active EE | $2,765 | $4,413-37.3% | $3,536-21.8% | $5,851-52.7% |
| Admin fee / account holder | $5 | $6,208-99.9% | $3,840-99.9% | $11,599-100.0% |