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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 | $7,621 | $70,366-89.2% | $66,674-88.6% | $138,895-94.5% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.7%-3.7pp | 79.9%-9.9pp |
| Annual return | 25.56% | 386.41%-360.8pp | 321.24%-295.7pp | 145.39%-119.8pp |
| Employer contribution / active EE | $1,054 | $2,765-61.9% | $2,620-59.8% | $4,194-74.9% |
| Participant deferral / active EE | $2,041 | $4,374-53.3% | $4,084-50.0% | $6,396-68.1% |
| Admin fee / account holder | $34 | $5,262-99.3% | $5,098-99.3% | $12,562-99.7% |