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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 | $49,723 | $103,392-51.9% | $87,104-42.9% | $152,897-67.5% |
| Participation rate | 84.2% | 79.4%+4.9pp | 76.9%+7.3pp | 82.5%+1.8pp |
| Annual return | 18.13% | 28.10%-10.0pp | 28.19%-10.1pp | 345.43%-327.3pp |
| Employer contribution / active EE | $1,377 | $3,221-57.3% | $2,521-45.4% | $4,764-71.1% |
| Participant deferral / active EE | $2,492 | $4,778-47.8% | $4,048-38.4% | $5,851-57.4% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |