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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 | $15,307 | $172,111-91.1% | $150,298-89.8% | $137,256-88.8% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 26.08% | 69.37%-43.3pp | 62.79%-36.7pp | 220.34%-194.3pp |
| Employer contribution / active EE | $1,180 | $4,636-74.6% | $4,154-71.6% | $4,156-71.6% |
| Participant deferral / active EE | $3,155 | $6,166-48.8% | $5,453-42.1% | $6,407-50.8% |
| Admin fee / account holder | $77 | $16,471-99.5% | $14,116-99.5% | $12,270-99.4% |