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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 | $16,796 | $154,228-89.1% | $145,433-88.5% | $137,256-87.8% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 27.09% | 74.59%-47.5pp | 66.58%-39.5pp | 220.34%-193.3pp |
| Employer contribution / active EE | $1,947 | $4,804-59.5% | $4,554-57.2% | $4,156-53.1% |
| Participant deferral / active EE | $2,681 | $8,216-67.4% | $7,897-66.0% | $6,407-58.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |