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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 | $20,613 | $176,402-88.3% | $134,162-84.6% | $158,982-87.0% |
| Participation rate | 70.6% | 78.7%-8.1pp | 72.2%-1.6pp | 82.0%-11.4pp |
| Annual return | 17.15% | 63.66%-46.5pp | 36.35%-19.2pp | 302.99%-285.8pp |
| Employer contribution / active EE | $844 | $5,042-83.3% | $3,705-77.2% | $4,763-82.3% |
| Participant deferral / active EE | $2,203 | $4,093-46.2% | $3,500-37.1% | $5,983-63.2% |
| Admin fee / account holder | $115 | $8,719-98.7% | $6,685-98.3% | $11,252-99.0% |