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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 | $22,668 | $106,267-78.7% | $96,520-76.5% | $139,456-83.7% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 35.37% | 38.45%-3.1pp | 35.72%-0.3pp | 373.45%-338.1pp |
| Employer contribution / active EE | $2,521 | $4,105-38.6% | $3,739-32.6% | $4,753-47.0% |
| Participant deferral / active EE | $7,198 | $5,454+32.0% | $4,879+47.5% | $6,711+7.3% |
| Admin fee / account holder | $25 | $7,882-99.7% | $6,733-99.6% | $11,407-99.8% |