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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 | $20,751 | $156,398-86.7% | $147,318-85.9% | $138,895-85.1% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 26.04% | 78.75%-52.7pp | 70.43%-44.4pp | 145.39%-119.4pp |
| Employer contribution / active EE | $2,428 | $4,853-50.0% | $4,593-47.1% | $4,194-42.1% |
| Participant deferral / active EE | $5,234 | $8,237-36.5% | $7,906-33.8% | $6,396-18.2% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |