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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 | $122,978 | $162,785-24.5% | $133,959-8.2% | $158,950-22.6% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 29.96% | 41.94%-12.0pp | 45.09%-15.1pp | 302.91%-273.0pp |
| Employer contribution / active EE | $1,397 | $4,975-71.9% | $3,919-64.3% | $4,762-70.7% |
| Participant deferral / active EE | $6,642 | $5,910+12.4% | $5,047+31.6% | $5,983+11.0% |
| Admin fee / account holder | $16 | $11,738-99.9% | $8,928-99.8% | $11,248-99.9% |