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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 | $24,294 | $154,228-84.2% | $145,433-83.3% | $137,256-82.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 49.74% | 74.59%-24.8pp | 66.58%-16.8pp | 220.34%-170.6pp |
| Employer contribution / active EE | $1,279 | $4,804-73.4% | $4,554-71.9% | $4,156-69.2% |
| Participant deferral / active EE | $4,796 | $8,216-41.6% | $7,897-39.3% | $6,407-25.1% |
| Admin fee / account holder | $193 | $14,344-98.7% | $13,129-98.5% | $12,270-98.4% |