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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 | $33,781 | $185,312-81.8% | $161,489-79.1% | $154,746-78.2% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.7%-6.0pp | 80.7%-8.0pp |
| Annual return | 19.27% | 103.84%-84.6pp | 89.72%-70.4pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,063 | $4,769-77.7% | $4,268-75.1% | $4,379-75.7% |
| Participant deferral / active EE | $5,818 | $6,350-8.4% | $5,630+3.3% | $6,730-13.6% |
| Admin fee / account holder | $140 | $18,654-99.2% | $16,006-99.1% | $14,365-99.0% |