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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 | $42,157 | $100,868-58.2% | $90,414-53.4% | $158,931-73.5% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.7%+0.7pp | 82.0%-8.6pp |
| Annual return | 16.72% | 1724.58%-1707.9pp | 1293.19%-1276.5pp | 302.86%-286.1pp |
| Employer contribution / active EE | $972 | $3,689-73.7% | $3,262-70.2% | $4,761-79.6% |
| Participant deferral / active EE | $4,231 | $4,348-2.7% | $3,963+6.8% | $5,982-29.3% |
| Admin fee / account holder | $148 | $6,502-97.7% | $5,611-97.4% | $11,247-98.7% |