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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 | $51,488 | $178,174-71.1% | $156,181-67.0% | $137,256-62.5% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 16.39% | 84.19%-67.8pp | 64.87%-48.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,337 | $4,972-73.1% | $4,294-68.9% | $4,156-67.8% |
| Participant deferral / active EE | $3,263 | $6,888-52.6% | $6,132-46.8% | $6,407-49.1% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |