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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 | $18,651 | $156,398-88.1% | $147,318-87.3% | $138,895-86.6% |
| Participation rate | 82.6% | 83.8%-1.1pp | 82.1%+0.5pp | 79.9%+2.7pp |
| Annual return | 21.82% | 78.75%-56.9pp | 70.43%-48.6pp | 145.39%-123.6pp |
| Employer contribution / active EE | $2,157 | $4,853-55.5% | $4,593-53.0% | $4,194-48.6% |
| Participant deferral / active EE | $3,783 | $8,237-54.1% | $7,906-52.2% | $6,396-40.9% |
| Admin fee / account holder | $99 | $14,976-99.3% | $13,708-99.3% | $12,562-99.2% |