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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 | $15,065 | $174,379-91.4% | $152,093-90.1% | $138,895-89.2% |
| Participation rate | 76.9% | 81.6%-4.7pp | 77.8%-0.8pp | 79.9%-3.0pp |
| Annual return | 22.43% | 74.86%-52.4pp | 66.36%-43.9pp | 145.39%-123.0pp |
| Employer contribution / active EE | $1,464 | $4,652-68.5% | $4,175-64.9% | $4,194-65.1% |
| Participant deferral / active EE | $2,319 | $6,159-62.3% | $5,451-57.5% | $6,396-63.7% |
| Admin fee / account holder | $55 | $16,880-99.7% | $14,497-99.6% | $12,562-99.6% |