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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 | $19,719 | $114,013-82.7% | $103,693-81.0% | $155,188-87.3% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.3pp | 80.8%-3.9pp |
| Annual return | 22.66% | 49.31%-26.7pp | 47.61%-25.0pp | 148.84%-126.2pp |
| Employer contribution / active EE | $2,440 | $3,131-22.1% | $2,920-16.4% | $4,248-42.6% |
| Participant deferral / active EE | $2,639 | $4,970-46.9% | $4,579-42.4% | $6,531-59.6% |
| Admin fee / account holder | $79 | $8,407-99.1% | $7,858-99.0% | $14,480-99.5% |