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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 | $87,402 | $157,270-44.4% | $141,173-38.1% | $152,870-42.8% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 33.51% | 64.33%-30.8pp | 71.40%-37.9pp | 345.34%-311.8pp |
| Employer contribution / active EE | $1,897 | $5,261-63.9% | $4,735-59.9% | $4,763-60.2% |
| Participant deferral / active EE | $9,581 | $7,110+34.8% | $6,710+42.8% | $5,850+63.8% |
| Admin fee / account holder | $253 | $12,121-97.9% | $10,262-97.5% | $11,597-97.8% |