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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 | $19,189 | $172,111-88.9% | $150,298-87.2% | $137,256-86.0% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 22.53% | 69.37%-46.8pp | 62.79%-40.3pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,818 | $4,636-39.2% | $4,154-32.2% | $4,156-32.2% |
| Participant deferral / active EE | $3,844 | $6,166-37.7% | $5,453-29.5% | $6,407-40.0% |
| Admin fee / account holder | $181 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |