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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 | $17,675 | $154,228-88.5% | $145,433-87.8% | $137,256-87.1% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 24.73% | 74.59%-49.9pp | 66.58%-41.8pp | 220.34%-195.6pp |
| Employer contribution / active EE | $1,469 | $4,804-69.4% | $4,554-67.8% | $4,156-64.7% |
| Participant deferral / active EE | $2,795 | $8,216-66.0% | $7,897-64.6% | $6,407-56.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |