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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 | $81,814 | $139,948-41.5% | $121,663-32.8% | $154,746-47.1% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.5%-3.1pp | 80.7%-9.3pp |
| Annual return | 9.22% | 230.52%-221.3pp | 147.54%-138.3pp | 172.34%-163.1pp |
| Employer contribution / active EE | $907 | $3,521-74.2% | $3,020-70.0% | $4,379-79.3% |
| Participant deferral / active EE | $2,063 | $5,629-63.3% | $4,887-57.8% | $6,730-69.3% |
| Admin fee / account holder | $20 | $17,321-99.9% | $14,289-99.9% | $14,365-99.9% |