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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 | $41,954 | $209,425-80.0% | $178,499-76.5% | $158,966-73.6% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 18.24% | 188.80%-170.6pp | 151.10%-132.9pp | 302.95%-284.7pp |
| Employer contribution / active EE | $1,726 | $5,707-69.8% | $5,011-65.6% | $4,762-63.8% |
| Participant deferral / active EE | $2,262 | $5,955-62.0% | $5,202-56.5% | $5,983-62.2% |
| Admin fee / account holder | $46 | $17,078-99.7% | $13,986-99.7% | $11,250-99.6% |