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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 | $39,561 | $211,239-81.3% | $178,528-77.8% | $145,877-72.9% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 12.58% | 30.22%-17.6pp | 27.11%-14.5pp | 551.28%-538.7pp |
| Employer contribution / active EE | $2,540 | $4,570-44.4% | $3,950-35.7% | $4,663-45.5% |
| Participant deferral / active EE | $3,387 | $6,963-51.4% | $6,278-46.1% | $6,691-49.4% |
| Admin fee / account holder | $170 | $12,095-98.6% | $10,419-98.4% | $13,402-98.7% |