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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 | $181,062-91.7% | $158,223-90.5% | $155,188-90.3% |
| Participation rate | 76.9% | 82.7%-5.7pp | 79.2%-2.3pp | 80.8%-3.9pp |
| Annual return | 22.43% | 57.39%-35.0pp | 52.09%-29.7pp | 148.84%-126.4pp |
| Employer contribution / active EE | $1,464 | $4,565-67.9% | $4,109-64.4% | $4,248-65.5% |
| Participant deferral / active EE | $2,319 | $6,134-62.2% | $5,467-57.6% | $6,531-64.5% |
| Admin fee / account holder | $55 | $18,825-99.7% | $16,047-99.7% | $14,480-99.6% |