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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 | $162,136-87.0% | $152,301-86.2% | $154,746-86.4% |
| Participation rate | 78.6% | 84.1%-5.5pp | 82.4%-3.9pp | 80.7%-2.1pp |
| Annual return | 65.04% | 91.02%-26.0pp | 80.50%-15.5pp | 172.34%-107.3pp |
| Employer contribution / active EE | $1,944 | $4,890-60.2% | $4,624-58.0% | $4,379-55.6% |
| Participant deferral / active EE | $5,677 | $8,341-31.9% | $8,004-29.1% | $6,730-15.6% |
| Admin fee / account holder | $254 | $15,759-98.4% | $14,398-98.2% | $14,365-98.2% |