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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 | $18,223 | $174,379-89.5% | $152,093-88.0% | $138,895-86.9% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 15.18% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $1,167 | $4,652-74.9% | $4,175-72.1% | $4,194-72.2% |
| Participant deferral / active EE | $4,062 | $6,159-34.1% | $5,451-25.5% | $6,396-36.5% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |