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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 | $99,875-38.4% | $146,866-58.1% | $86,983-29.3% |
| Participation rate | 73.3% | 75.8%-2.5pp | 82.5%-9.2pp | 69.5%+3.8pp |
| Annual return | 16.69% | 28.10%-11.4pp | 102.85%-86.2pp | 25.83%-9.1pp |
| Employer contribution / active EE | $1,521 | $3,224-52.8% | $4,425-65.6% | $2,584-41.2% |
| Participant deferral / active EE | $3,773 | $6,322-40.3% | $7,759-51.4% | $4,194-10.0% |
| Admin fee / account holder | $9 | $7,838-99.9% | $13,620-99.9% | $7,856-99.9% |