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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 | $55,798 | $110,337-49.4% | $102,383-45.5% | $145,877-61.8% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.5%-3.9pp | 80.3%-9.7pp |
| Annual return | 12.76% | 24.83%-12.1pp | 24.94%-12.2pp | 551.28%-538.5pp |
| Employer contribution / active EE | $2,234 | $4,216-47.0% | $3,870-42.3% | $4,663-52.1% |
| Participant deferral / active EE | $4,896 | $5,621-12.9% | $5,060-3.2% | $6,691-26.8% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |