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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 | $61,478 | $106,524-42.3% | $152,301-59.6% | $87,485-29.7% |
| Participation rate | 73.3% | 75.8%-2.4pp | 82.4%-9.1pp | 68.9%+4.4pp |
| Annual return | 16.69% | 26.89%-10.2pp | 80.50%-63.8pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,521 | $3,371-54.9% | $4,624-67.1% | $2,596-41.4% |
| Participant deferral / active EE | $3,773 | $6,525-42.2% | $8,004-52.9% | $4,274-11.7% |
| Admin fee / account holder | $9 | $8,287-99.9% | $14,398-99.9% | $7,775-99.9% |