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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 | $20,974 | $154,228-86.4% | $145,433-85.6% | $137,256-84.7% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 23.77% | 74.59%-50.8pp | 66.58%-42.8pp | 220.34%-196.6pp |
| Employer contribution / active EE | $1,503 | $4,804-68.7% | $4,554-67.0% | $4,156-63.8% |
| Participant deferral / active EE | $2,815 | $8,216-65.7% | $7,897-64.4% | $6,407-56.1% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |