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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 | $27,155 | $117,829-77.0% | $102,423-73.5% | $145,877-81.4% |
| Participation rate | 76.2% | 78.6%-2.4pp | 76.5%-0.3pp | 80.3%-4.1pp |
| Annual return | 15.27% | 31.83%-16.6pp | 29.42%-14.2pp | 551.28%-536.0pp |
| Employer contribution / active EE | $3,012 | $3,615-16.7% | $3,023-0.4% | $4,663-35.4% |
| Participant deferral / active EE | $5,169 | $5,732-9.8% | $5,054+2.3% | $6,691-22.7% |
| Admin fee / account holder | $100 | $13,335-99.2% | $9,455-98.9% | $13,402-99.3% |