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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 | $34,442 | $148,623-76.8% | $135,974-74.7% | $139,466-75.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 18.57% | 79.30%-60.7pp | 68.30%-49.7pp | 373.66%-355.1pp |
| Employer contribution / active EE | $1,223 | $5,246-76.7% | $4,859-74.8% | $4,754-74.3% |
| Participant deferral / active EE | $6,620 | $8,103-18.3% | $7,760-14.7% | $6,712-1.4% |
| Admin fee / account holder | $19 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |