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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 | $14,820 | $114,119-87.0% | $107,187-86.2% | $138,895-89.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 23.50% | 273.21%-249.7pp | 204.55%-181.0pp | 145.39%-121.9pp |
| Employer contribution / active EE | $1,110 | $4,059-72.6% | $3,782-70.6% | $4,194-73.5% |
| Participant deferral / active EE | $3,290 | $5,538-40.6% | $5,096-35.4% | $6,396-48.6% |
| Admin fee / account holder | $55 | $10,024-99.5% | $9,162-99.4% | $12,562-99.6% |