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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 | $162,136-87.1% | $152,301-86.2% | $154,746-86.4% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 23.77% | 91.02%-67.3pp | 80.50%-56.7pp | 172.34%-148.6pp |
| Employer contribution / active EE | $1,503 | $4,890-69.3% | $4,624-67.5% | $4,379-65.7% |
| Participant deferral / active EE | $2,815 | $8,341-66.2% | $8,004-64.8% | $6,730-58.2% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |