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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 | $21,033 | $154,228-86.4% | $145,433-85.5% | $137,256-84.7% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 80.0%-1.4pp |
| Annual return | 65.04% | 74.59%-9.5pp | 66.58%-1.5pp | 220.34%-155.3pp |
| Employer contribution / active EE | $1,944 | $4,804-59.5% | $4,554-57.3% | $4,156-53.2% |
| Participant deferral / active EE | $5,677 | $8,216-30.9% | $7,897-28.1% | $6,407-11.4% |
| Admin fee / account holder | $254 | $14,344-98.2% | $13,129-98.1% | $12,270-97.9% |