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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 | $16,784 | $111,535-85.0% | $105,223-84.0% | $137,256-87.8% |
| Participation rate | 76.5% | 78.1%-1.6pp | 75.0%+1.4pp | 80.0%-3.5pp |
| Annual return | 21.02% | 237.85%-216.8pp | 180.65%-159.6pp | 220.34%-199.3pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,221 | $5,500-41.4% | $5,072-36.5% | $6,407-49.7% |
| Admin fee / account holder | $200 | $9,721-97.9% | $8,859-97.7% | $12,270-98.4% |