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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 | $66,260 | $142,430-53.5% | $115,170-42.5% | $152,897-56.7% |
| Participation rate | 77.8% | 82.4%-4.6pp | 75.9%+1.9pp | 82.5%-4.7pp |
| Annual return | 23.85% | 41.48%-17.6pp | 35.60%-11.8pp | 345.43%-321.6pp |
| Employer contribution / active EE | $1,560 | $4,011-61.1% | $3,179-50.9% | $4,764-67.3% |
| Participant deferral / active EE | $2,628 | $5,165-49.1% | $4,169-37.0% | $5,851-55.1% |
| Admin fee / account holder | $15 | $8,464-99.8% | $7,089-99.8% | $11,599-99.9% |