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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 | $22,729 | $165,381-86.3% | $149,730-84.8% | $158,966-85.7% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 21.45% | 348.29%-326.8pp | 276.70%-255.2pp | 302.95%-281.5pp |
| Employer contribution / active EE | $1,590 | $5,104-68.8% | $4,645-65.8% | $4,762-66.6% |
| Participant deferral / active EE | $7,303 | $7,182+1.7% | $6,843+6.7% | $5,983+22.1% |
| Admin fee / account holder | $69 | $10,809-99.4% | $9,310-99.3% | $11,250-99.4% |