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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 | $43,733 | $105,931-58.7% | $81,930-46.6% | $158,931-72.5% |
| Participation rate | 73.7% | 75.6%-1.9pp | 72.0%+1.7pp | 82.0%-8.3pp |
| Annual return | 15.23% | 38.17%-22.9pp | 29.49%-14.3pp | 302.86%-287.6pp |
| Employer contribution / active EE | $2,168 | $7,800-72.2% | $4,310-49.7% | $4,761-54.5% |
| Participant deferral / active EE | $3,531 | $13,003-72.8% | $7,107-50.3% | $5,982-41.0% |
| Admin fee / account holder | $14 | $8,489-99.8% | $5,158-99.7% | $11,247-99.9% |