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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 | $16,959 | $85,060-80.1% | $70,548-76.0% | $139,456-87.8% |
| Participation rate | 72.7% | 73.9%-1.2pp | 68.3%+4.4pp | 80.3%-7.6pp |
| Annual return | 28.04% | 30.38%-2.3pp | 32.78%-4.7pp | 373.45%-345.4pp |
| Employer contribution / active EE | $2,405 | $3,911-38.5% | $2,975-19.2% | $4,753-49.4% |
| Participant deferral / active EE | $2,718 | $5,890-53.9% | $4,567-40.5% | $6,711-59.5% |
| Admin fee / account holder | $0 | $8,925-100.0% | $6,424-100.0% | $11,407-100.0% |