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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 | $16,384 | $77,419-78.8% | $69,461-76.4% | $152,870-89.3% |
| Participation rate | 71.4% | 78.1%-6.7pp | 74.6%-3.2pp | 82.4%-11.0pp |
| Annual return | 19.19% | 39.07%-19.9pp | 28.97%-9.8pp | 345.34%-326.2pp |
| Employer contribution / active EE | $590 | $3,315-82.2% | $2,779-78.8% | $4,763-87.6% |
| Participant deferral / active EE | $4,669 | $4,414+5.8% | $3,536+32.0% | $5,850-20.2% |
| Admin fee / account holder | $43 | $6,207-99.3% | $3,840-98.9% | $11,597-99.6% |