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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 | $48,476 | $111,535-56.5% | $105,223-53.9% | $137,256-64.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 21.36% | 237.85%-216.5pp | 180.65%-159.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,489 | $3,939-62.2% | $3,689-59.6% | $4,156-64.2% |
| Participant deferral / active EE | $4,956 | $5,500-9.9% | $5,072-2.3% | $6,407-22.6% |
| Admin fee / account holder | $184 | $9,721-98.1% | $8,859-97.9% | $12,270-98.5% |