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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 | $21,673 | $154,228-85.9% | $145,433-85.1% | $137,256-84.2% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 21.18% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,690 | $4,804-64.8% | $4,554-62.9% | $4,156-59.3% |
| Participant deferral / active EE | $2,533 | $8,216-69.2% | $7,897-67.9% | $6,407-60.5% |
| Admin fee / account holder | $100 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |