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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 | $41,959 | $228,352-81.6% | $185,827-77.4% | $158,950-73.6% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.0%-0.3pp | 82.0%-4.2pp |
| Annual return | 19.36% | 40.81%-21.5pp | 35.96%-16.6pp | 302.91%-283.5pp |
| Employer contribution / active EE | $1,093 | $4,967-78.0% | $4,087-73.3% | $4,762-77.0% |
| Participant deferral / active EE | $4,774 | $6,416-25.6% | $5,633-15.2% | $5,983-20.2% |
| Admin fee / account holder | $62 | $11,867-99.5% | $9,502-99.3% | $11,248-99.5% |