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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 | $62,385 | $102,938-39.4% | $94,105-33.7% | $138,895-55.1% |
| Participation rate | 72.2% | 74.6%-2.4pp | 71.9%+0.3pp | 79.9%-7.7pp |
| Annual return | 20.07% | 250.28%-230.2pp | 204.55%-184.5pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,186 | $2,732-56.6% | $2,504-52.6% | $4,194-71.7% |
| Participant deferral / active EE | $1,661 | $4,196-60.4% | $3,881-57.2% | $6,396-74.0% |
| Admin fee / account holder | $166 | $6,600-97.5% | $6,199-97.3% | $12,562-98.7% |