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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 | $51,216 | $182,442-71.9% | $163,379-68.7% | $138,895-63.1% |
| Participation rate | 78.6% | 79.8%-1.2pp | 76.8%+1.7pp | 79.9%-1.3pp |
| Annual return | 20.33% | 72.74%-52.4pp | 63.41%-43.1pp | 145.39%-125.1pp |
| Employer contribution / active EE | $1,100 | $4,159-73.5% | $3,752-70.7% | $4,194-73.8% |
| Participant deferral / active EE | $3,081 | $6,817-54.8% | $6,282-51.0% | $6,396-51.8% |
| Admin fee / account holder | $207 | $10,396-98.0% | $9,818-97.9% | $12,562-98.4% |