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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 | $43,870 | $110,379-60.3% | $102,412-57.2% | $145,884-69.9% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 12.59% | 24.84%-12.2pp | 24.94%-12.3pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,530 | $4,216-63.7% | $3,870-60.5% | $4,662-67.2% |
| Participant deferral / active EE | $5,982 | $5,622+6.4% | $5,060+18.2% | $6,690-10.6% |
| Admin fee / account holder | $291 | $9,745-97.0% | $8,388-96.5% | $13,392-97.8% |