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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 | $22,557 | $88,702-74.6% | $81,780-72.4% | $145,978-84.5% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 16.76% | 1029.12%-1012.4pp | 776.27%-759.5pp | 550.52%-533.8pp |
| Employer contribution / active EE | $1,539 | $3,084-50.1% | $2,914-47.2% | $4,662-67.0% |
| Participant deferral / active EE | $4,077 | $4,645-12.2% | $4,321-5.7% | $6,690-39.1% |
| Admin fee / account holder | $46 | $8,414-99.5% | $7,384-99.4% | $13,400-99.7% |