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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 | $23,849 | $101,618-76.5% | $93,063-74.4% | $137,256-82.6% |
| Participation rate | 70.0% | 74.9%-4.9pp | 72.1%-2.1pp | 80.0%-10.0pp |
| Annual return | 24.50% | 223.95%-199.4pp | 34.15%-9.7pp | 220.34%-195.8pp |
| Employer contribution / active EE | $2,184 | $2,707-19.3% | $2,476-11.8% | $4,156-47.5% |
| Participant deferral / active EE | $5,907 | $4,279+38.0% | $3,958+49.2% | $6,407-7.8% |
| Admin fee / account holder | $46 | $6,198-99.3% | $6,033-99.2% | $12,270-99.6% |