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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 | $18,628 | $174,379-89.3% | $152,093-87.8% | $138,895-86.6% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 26.27% | 74.86%-48.6pp | 66.36%-40.1pp | 145.39%-119.1pp |
| Employer contribution / active EE | $1,130 | $4,652-75.7% | $4,175-72.9% | $4,194-73.1% |
| Participant deferral / active EE | $2,309 | $6,159-62.5% | $5,451-57.6% | $6,396-63.9% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |