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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 | $22,354 | $110,303-79.7% | $95,759-76.7% | $139,487-84.0% |
| Participation rate | 76.9% | 75.7%+1.2pp | 72.3%+4.7pp | 80.3%-3.4pp |
| Annual return | 19.15% | 27.19%-8.0pp | 28.42%-9.3pp | 373.84%-354.7pp |
| Employer contribution / active EE | $1,901 | $3,261-41.7% | $2,836-33.0% | $4,755-60.0% |
| Participant deferral / active EE | $4,685 | $4,674+0.2% | $4,244+10.4% | $6,713-30.2% |
| Admin fee / account holder | $0 | $6,615-100.0% | $5,678-100.0% | $11,407-100.0% |