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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 | $14,984 | $174,379-91.4% | $152,093-90.1% | $138,895-89.2% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 35.43% | 74.86%-39.4pp | 66.36%-30.9pp | 145.39%-110.0pp |
| Employer contribution / active EE | $1,467 | $4,652-68.5% | $4,175-64.9% | $4,194-65.0% |
| Participant deferral / active EE | $3,420 | $6,159-44.5% | $5,451-37.3% | $6,396-46.5% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |