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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 | $28,973 | $68,097-57.5% | $62,929-54.0% | $137,256-78.9% |
| Participation rate | 72.7% | 77.4%-4.7pp | 73.1%-0.4pp | 80.0%-7.2pp |
| Annual return | 17.03% | 1859.11%-1842.1pp | 1063.93%-1046.9pp | 220.34%-203.3pp |
| Employer contribution / active EE | $969 | $2,811-65.5% | $2,505-61.3% | $4,156-76.7% |
| Participant deferral / active EE | $1,495 | $4,553-67.2% | $3,888-61.6% | $6,407-76.7% |
| Admin fee / account holder | $194 | $6,521-97.0% | $5,065-96.2% | $12,270-98.4% |