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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 | $228,395-61.9% | $185,861-53.2% | $158,982-45.3% |
| Participation rate | 73.3% | 82.3%-9.0pp | 78.0%-4.7pp | 82.0%-8.6pp |
| Annual return | 12.41% | 40.82%-28.4pp | 35.96%-23.6pp | 302.99%-290.6pp |
| Employer contribution / active EE | $1,842 | $4,968-62.9% | $4,088-54.9% | $4,763-61.3% |
| Participant deferral / active EE | $4,167 | $6,417-35.1% | $5,634-26.0% | $5,983-30.4% |
| Admin fee / account holder | $8 | $11,869-99.9% | $9,503-99.9% | $11,252-99.9% |