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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 | $66,901 | $110,337-39.4% | $102,383-34.7% | $145,877-54.1% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 15.26% | 24.83%-9.6pp | 24.94%-9.7pp | 551.28%-536.0pp |
| Employer contribution / active EE | $1,617 | $4,216-61.7% | $3,870-58.2% | $4,663-65.3% |
| Participant deferral / active EE | $2,129 | $5,621-62.1% | $5,060-57.9% | $6,691-68.2% |
| Admin fee / account holder | $42 | $9,750-99.6% | $8,391-99.5% | $13,402-99.7% |