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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 | $22,792 | $117,904-80.7% | $102,457-77.8% | $145,978-84.4% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 11.60% | 31.80%-20.2pp | 29.41%-17.8pp | 550.52%-538.9pp |
| Employer contribution / active EE | $1,916 | $3,613-47.0% | $3,022-36.6% | $4,662-58.9% |
| Participant deferral / active EE | $4,266 | $5,733-25.6% | $5,054-15.6% | $6,690-36.2% |
| Admin fee / account holder | $119 | $13,329-99.1% | $9,451-98.7% | $13,400-99.1% |