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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 | $22,122 | $124,351-82.2% | $109,188-79.7% | $167,553-86.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 14.13% | 26.04%-11.9pp | 25.76%-11.6pp | 478.89%-464.8pp |
| Employer contribution / active EE | $908 | $4,210-78.4% | $3,723-75.6% | $4,840-81.2% |
| Participant deferral / active EE | $3,322 | $5,257-36.8% | $4,654-28.6% | $6,343-47.6% |
| Admin fee / account holder | $263 | $7,975-96.7% | $6,755-96.1% | $12,316-97.9% |