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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 | $58,947 | $124,351-52.6% | $109,188-46.0% | $167,553-64.8% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.5pp | 82.1%-10.7pp |
| Annual return | 15.56% | 26.04%-10.5pp | 25.76%-10.2pp | 478.89%-463.3pp |
| Employer contribution / active EE | $1,694 | $4,210-59.8% | $3,723-54.5% | $4,840-65.0% |
| Participant deferral / active EE | $1,843 | $5,257-64.9% | $4,654-60.4% | $6,343-70.9% |
| Admin fee / account holder | $18 | $7,975-99.8% | $6,755-99.7% | $12,316-99.9% |