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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 | $19,485 | $172,111-88.7% | $150,298-87.0% | $137,256-85.8% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 21.34% | 69.37%-48.0pp | 62.79%-41.4pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,445 | $4,636-68.8% | $4,154-65.2% | $4,156-65.2% |
| Participant deferral / active EE | $3,058 | $6,166-50.4% | $5,453-43.9% | $6,407-52.3% |
| Admin fee / account holder | $257 | $16,471-98.4% | $14,116-98.2% | $12,270-97.9% |