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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 | $21,157 | $111,535-81.0% | $105,223-79.9% | $137,256-84.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 31.34% | 237.85%-206.5pp | 180.65%-149.3pp | 220.34%-189.0pp |
| Employer contribution / active EE | $1,166 | $3,939-70.4% | $3,689-68.4% | $4,156-72.0% |
| Participant deferral / active EE | $6,363 | $5,500+15.7% | $5,072+25.5% | $6,407-0.7% |
| Admin fee / account holder | $179 | $9,721-98.2% | $8,859-98.0% | $12,270-98.5% |