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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 | $113,049 | $227,597-50.3% | $189,575-40.4% | $167,536-32.5% |
| Participation rate | 73.3% | 82.5%-9.2pp | 78.4%-5.1pp | 82.1%-8.8pp |
| Annual return | 15.09% | 78.44%-63.4pp | 64.19%-49.1pp | 478.82%-463.7pp |
| Employer contribution / active EE | $1,970 | $5,316-62.9% | $4,412-55.3% | $4,839-59.3% |
| Participant deferral / active EE | $4,519 | $7,002-35.5% | $6,174-26.8% | $6,342-28.8% |
| Admin fee / account holder | $159 | $11,877-98.7% | $9,806-98.4% | $12,315-98.7% |