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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 | $21,470 | $156,398-86.3% | $147,318-85.4% | $138,895-84.5% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 24.02% | 78.75%-54.7pp | 70.43%-46.4pp | 145.39%-121.4pp |
| Employer contribution / active EE | $1,660 | $4,853-65.8% | $4,593-63.9% | $4,194-60.4% |
| Participant deferral / active EE | $3,105 | $8,237-62.3% | $7,906-60.7% | $6,396-51.5% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |