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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 | $10,813 | $97,125-88.9% | $86,233-87.5% | $137,256-92.1% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.0%+3.7pp | 80.0%-7.2pp |
| Annual return | 20.45% | 74.19%-53.7pp | 61.39%-40.9pp | 220.34%-199.9pp |
| Employer contribution / active EE | $703 | $2,841-75.3% | $2,504-71.9% | $4,156-83.1% |
| Participant deferral / active EE | $1,405 | $5,180-72.9% | $4,559-69.2% | $6,407-78.1% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |