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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 | $44,682 | $165,381-73.0% | $149,730-70.2% | $158,966-71.9% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 25.51% | 348.29%-322.8pp | 276.70%-251.2pp | 302.95%-277.4pp |
| Employer contribution / active EE | $1,278 | $5,104-75.0% | $4,645-72.5% | $4,762-73.2% |
| Participant deferral / active EE | $5,153 | $7,182-28.2% | $6,843-24.7% | $5,983-13.9% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |