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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 | $25,503 | $127,298-80.0% | $109,916-76.8% | $167,553-84.8% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.2%-4.2pp | 82.1%-12.1pp |
| Annual return | 17.60% | 22.97%-5.4pp | 29.46%-11.9pp | 478.89%-461.3pp |
| Employer contribution / active EE | $1,013 | $3,325-69.5% | $2,844-64.4% | $4,840-79.1% |
| Participant deferral / active EE | $4,524 | $4,513+0.2% | $4,047+11.8% | $6,343-28.7% |
| Admin fee / account holder | $79 | $7,119-98.9% | $6,069-98.7% | $12,316-99.4% |