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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 | $172,111-89.2% | $150,298-87.6% | $137,256-86.4% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 26.27% | 69.37%-43.1pp | 62.79%-36.5pp | 220.34%-194.1pp |
| Employer contribution / active EE | $1,130 | $4,636-75.6% | $4,154-72.8% | $4,156-72.8% |
| Participant deferral / active EE | $2,309 | $6,166-62.5% | $5,453-57.7% | $6,407-64.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |