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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 | $19,352 | $148,629-87.0% | $135,982-85.8% | $139,487-86.1% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 20.32% | 79.33%-59.0pp | 68.32%-48.0pp | 373.84%-353.5pp |
| Employer contribution / active EE | $1,737 | $5,247-66.9% | $4,859-64.3% | $4,755-63.5% |
| Participant deferral / active EE | $3,880 | $8,102-52.1% | $7,760-50.0% | $6,713-42.2% |
| Admin fee / account holder | $140 | $12,406-98.9% | $10,767-98.7% | $11,407-98.8% |