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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 | $51,639 | $162,785-68.3% | $133,959-61.5% | $158,950-67.5% |
| Participation rate | 84.2% | 83.2%+1.0pp | 79.8%+4.4pp | 82.0%+2.2pp |
| Annual return | 18.21% | 41.94%-23.7pp | 45.09%-26.9pp | 302.91%-284.7pp |
| Employer contribution / active EE | $1,005 | $4,975-79.8% | $3,919-74.4% | $4,762-78.9% |
| Participant deferral / active EE | $3,337 | $5,910-43.5% | $5,047-33.9% | $5,983-44.2% |
| Admin fee / account holder | $83 | $11,738-99.3% | $8,928-99.1% | $11,248-99.3% |