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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 | $38,508 | $127,387-69.8% | $115,038-66.5% | $125,389-69.3% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | 11.16% | 31.28%-20.1pp | 26.14%-15.0pp | 282.24%-271.1pp |
| Employer contribution / active EE | $1,482 | $5,166-71.3% | $4,608-67.8% | $4,866-69.6% |
| Participant deferral / active EE | $1,954 | $6,423-69.6% | $6,026-67.6% | $5,352-63.5% |
| Admin fee / account holder | $142 | $9,516-98.5% | $8,175-98.3% | $9,541-98.5% |