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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 | $34,578 | $108,922-68.3% | $100,398-65.6% | $145,978-76.3% |
| Participation rate | 71.4% | 83.0%-11.5pp | 81.5%-10.1pp | 80.3%-8.9pp |
| Annual return | 13.08% | 58.04%-45.0pp | 49.32%-36.2pp | 550.52%-537.4pp |
| Employer contribution / active EE | $1,474 | $4,426-66.7% | $3,946-62.6% | $4,662-68.4% |
| Participant deferral / active EE | $4,383 | $8,450-48.1% | $8,084-45.8% | $6,690-34.5% |
| Admin fee / account holder | $7 | $9,680-99.9% | $7,893-99.9% | $13,400-100.0% |