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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 | $174,379-79.8% | $152,093-76.8% | $138,895-74.6% |
| Participation rate | 81.8% | 81.6%+0.2pp | 77.8%+4.1pp | 79.9%+1.9pp |
| Annual return | 24.08% | 74.86%-50.8pp | 66.36%-42.3pp | 145.39%-121.3pp |
| Employer contribution / active EE | $1,535 | $4,652-67.0% | $4,175-63.2% | $4,194-63.4% |
| Participant deferral / active EE | $5,193 | $6,159-15.7% | $5,451-4.7% | $6,396-18.8% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |