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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 | $15,583 | $172,111-90.9% | $150,298-89.6% | $137,256-88.6% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 22.63% | 69.37%-46.7pp | 62.79%-40.2pp | 220.34%-197.7pp |
| Employer contribution / active EE | $2,089 | $4,636-54.9% | $4,154-49.7% | $4,156-49.7% |
| Participant deferral / active EE | $2,880 | $6,166-53.3% | $5,453-47.2% | $6,407-55.0% |
| Admin fee / account holder | $80 | $16,471-99.5% | $14,116-99.4% | $12,270-99.4% |