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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 | $29,139 | $96,965-69.9% | $97,995-70.3% | $147,586-80.3% |
| Participation rate | 72.7% | 83.6%-10.9pp | 82.4%-9.7pp | 82.8%-10.1pp |
| Annual return | 16.41% | 24.11%-7.7pp | 23.94%-7.5pp | 578.59%-562.2pp |
| Employer contribution / active EE | $1,535 | $4,536-66.2% | $4,158-63.1% | $4,876-68.5% |
| Participant deferral / active EE | $2,708 | $5,081-46.7% | $5,097-46.9% | $5,439-50.2% |
| Admin fee / account holder | $185 | $8,120-97.7% | $5,943-96.9% | $10,886-98.3% |