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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 | $20,573 | $156,398-86.8% | $147,318-86.0% | $138,895-85.2% |
| Participation rate | 72.7% | 83.8%-11.0pp | 82.1%-9.3pp | 79.9%-7.2pp |
| Annual return | 14.57% | 78.75%-64.2pp | 70.43%-55.9pp | 145.39%-130.8pp |
| Employer contribution / active EE | $1,527 | $4,853-68.5% | $4,593-66.7% | $4,194-63.6% |
| Participant deferral / active EE | $4,944 | $8,237-40.0% | $7,906-37.5% | $6,396-22.7% |
| Admin fee / account holder | $274 | $14,976-98.2% | $13,708-98.0% | $12,562-97.8% |