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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 | $61,069 | $106,267-42.5% | $96,520-36.7% | $139,456-56.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 21.22% | 38.45%-17.2pp | 35.72%-14.5pp | 373.45%-352.2pp |
| Employer contribution / active EE | $1,391 | $4,105-66.1% | $3,739-62.8% | $4,753-70.7% |
| Participant deferral / active EE | $2,217 | $5,454-59.4% | $4,879-54.6% | $6,711-67.0% |
| Admin fee / account holder | $235 | $7,882-97.0% | $6,733-96.5% | $11,407-97.9% |