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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 | $55,148 | $135,956-59.4% | $123,894-55.5% | $273,972-79.9% |
| Participation rate | 81.3% | 84.1%-2.8pp | 81.4%-0.2pp | 83.0%-1.8pp |
| Annual return | 4.98% | 56.63%-51.6pp | 47.52%-42.5pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,289 | $5,170-75.1% | $4,617-72.1% | $4,869-73.5% |
| Participant deferral / active EE | $4,281 | $6,343-32.5% | $5,984-28.5% | $5,287-19.0% |
| Admin fee / account holder | $157 | $9,817-98.4% | $8,357-98.1% | $10,133-98.4% |