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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 | $18,602 | $183,516-89.9% | $155,534-88.0% | $145,884-87.2% |
| Participation rate | 73.7% | 82.7%-9.0pp | 78.2%-4.5pp | 80.3%-6.6pp |
| Annual return | 17.38% | 61.43%-44.0pp | 64.92%-47.5pp | 551.85%-534.5pp |
| Employer contribution / active EE | $1,639 | $5,315-69.2% | $4,675-64.9% | $4,662-64.8% |
| Participant deferral / active EE | $2,852 | $6,467-55.9% | $5,630-49.3% | $6,690-57.4% |
| Admin fee / account holder | $168 | $19,293-99.1% | $15,900-98.9% | $13,392-98.7% |