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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 | $16,854 | $154,228-89.1% | $145,433-88.4% | $137,256-87.7% |
| Participation rate | 70.6% | 83.8%-13.2pp | 82.1%-11.5pp | 80.0%-9.4pp |
| Annual return | 24.35% | 74.59%-50.2pp | 66.58%-42.2pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,592 | $4,804-66.9% | $4,554-65.0% | $4,156-61.7% |
| Participant deferral / active EE | $3,335 | $8,216-59.4% | $7,897-57.8% | $6,407-47.9% |
| Admin fee / account holder | $218 | $14,344-98.5% | $13,129-98.3% | $12,270-98.2% |