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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 | $33,439 | $212,386-84.3% | $199,883-83.3% | $138,895-75.9% |
| Participation rate | 83.3% | 87.4%-4.0pp | 86.8%-3.4pp | 79.9%+3.4pp |
| Annual return | 19.73% | 47.75%-28.0pp | 43.81%-24.1pp | 145.39%-125.7pp |
| Employer contribution / active EE | $1,829 | $6,625-72.4% | $6,261-70.8% | $4,194-56.4% |
| Participant deferral / active EE | $6,887 | $9,617-28.4% | $9,138-24.6% | $6,396+7.7% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |