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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 | $111,814-40.2% | $103,378-35.3% | $145,978-54.2% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 15.26% | 24.80%-9.5pp | 24.91%-9.6pp | 550.52%-535.3pp |
| Employer contribution / active EE | $1,617 | $4,215-61.6% | $3,870-58.2% | $4,662-65.3% |
| Participant deferral / active EE | $2,129 | $5,618-62.1% | $5,058-57.9% | $6,690-68.2% |
| Admin fee / account holder | $42 | $9,764-99.6% | $8,401-99.5% | $13,400-99.7% |