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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 | $31,610 | $174,379-81.9% | $152,093-79.2% | $138,895-77.2% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 17.44% | 74.86%-57.4pp | 66.36%-48.9pp | 145.39%-128.0pp |
| Employer contribution / active EE | $909 | $4,652-80.5% | $4,175-78.2% | $4,194-78.3% |
| Participant deferral / active EE | $4,504 | $6,159-26.9% | $5,451-17.4% | $6,396-29.6% |
| Admin fee / account holder | $122 | $16,880-99.3% | $14,497-99.2% | $12,562-99.0% |