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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 | $86,918 | $228,352-61.9% | $185,827-53.2% | $158,950-45.3% |
| Participation rate | 73.3% | 82.3%-9.0pp | 78.0%-4.7pp | 82.0%-8.6pp |
| Annual return | 12.41% | 40.81%-28.4pp | 35.96%-23.6pp | 302.91%-290.5pp |
| Employer contribution / active EE | $1,842 | $4,967-62.9% | $4,087-54.9% | $4,762-61.3% |
| Participant deferral / active EE | $4,167 | $6,416-35.0% | $5,633-26.0% | $5,983-30.3% |
| Admin fee / account holder | $8 | $11,867-99.9% | $9,502-99.9% | $11,248-99.9% |