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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 | $22,320 | $183,516-87.8% | $155,534-85.6% | $145,884-84.7% |
| Participation rate | 72.2% | 82.7%-10.5pp | 78.2%-6.0pp | 80.3%-8.1pp |
| Annual return | 14.03% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,448 | $5,315-72.7% | $4,675-69.0% | $4,662-68.9% |
| Participant deferral / active EE | $2,775 | $6,467-57.1% | $5,630-50.7% | $6,690-58.5% |
| Admin fee / account holder | $246 | $19,293-98.7% | $15,900-98.5% | $13,392-98.2% |