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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 | $45,078 | $111,535-59.6% | $105,223-57.2% | $137,256-67.2% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 19.40% | 237.85%-218.5pp | 180.65%-161.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,863 | $3,939-52.7% | $3,689-49.5% | $4,156-55.2% |
| Participant deferral / active EE | $4,891 | $5,500-11.1% | $5,072-3.6% | $6,407-23.7% |
| Admin fee / account holder | $273 | $9,721-97.2% | $8,859-96.9% | $12,270-97.8% |