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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 | $23,490 | $178,174-86.8% | $156,181-85.0% | $137,256-82.9% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 16.06% | 84.19%-68.1pp | 64.87%-48.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,406 | $4,972-71.7% | $4,294-67.3% | $4,156-66.2% |
| Participant deferral / active EE | $2,162 | $6,888-68.6% | $6,132-64.7% | $6,407-66.3% |
| Admin fee / account holder | $89 | $17,404-99.5% | $14,586-99.4% | $12,270-99.3% |