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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 | $21,725 | $183,627-88.2% | $155,602-86.0% | $145,978-85.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 23.97% | 61.32%-37.3pp | 64.81%-40.8pp | 550.52%-526.5pp |
| Employer contribution / active EE | $1,485 | $5,316-72.1% | $4,675-68.2% | $4,662-68.1% |
| Participant deferral / active EE | $5,379 | $6,466-16.8% | $5,629-4.4% | $6,690-19.6% |
| Admin fee / account holder | $142 | $19,327-99.3% | $15,923-99.1% | $13,400-98.9% |