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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 | $43,774 | $178,174-75.4% | $156,181-72.0% | $137,256-68.1% |
| Participation rate | 81.3% | 82.0%-0.8pp | 78.8%+2.4pp | 80.0%+1.3pp |
| Annual return | 16.64% | 84.19%-67.6pp | 64.87%-48.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,739 | $4,972-65.0% | $4,294-59.5% | $4,156-58.2% |
| Participant deferral / active EE | $2,893 | $6,888-58.0% | $6,132-52.8% | $6,407-54.8% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |