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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 | $35,262 | $172,111-79.5% | $150,298-76.5% | $137,256-74.3% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 24.08% | 69.37%-45.3pp | 62.79%-38.7pp | 220.34%-196.3pp |
| Employer contribution / active EE | $1,535 | $4,636-66.9% | $4,154-63.1% | $4,156-63.1% |
| Participant deferral / active EE | $5,193 | $6,166-15.8% | $5,453-4.8% | $6,407-18.9% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |