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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 | $22,345 | $172,111-87.0% | $150,298-85.1% | $137,256-83.7% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 26.53% | 69.37%-42.8pp | 62.79%-36.3pp | 220.34%-193.8pp |
| Employer contribution / active EE | $1,554 | $4,636-66.5% | $4,154-62.6% | $4,156-62.6% |
| Participant deferral / active EE | $2,209 | $6,166-64.2% | $5,453-59.5% | $6,407-65.5% |
| Admin fee / account holder | $159 | $16,471-99.0% | $14,116-98.9% | $12,270-98.7% |