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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 | $64,212 | $103,387-37.9% | $87,102-26.3% | $152,885-58.0% |
| Participation rate | 73.9% | 79.4%-5.4pp | 76.9%-3.0pp | 82.5%-8.5pp |
| Annual return | 25.43% | 28.10%-2.7pp | 28.19%-2.8pp | 345.39%-320.0pp |
| Employer contribution / active EE | $1,279 | $3,221-60.3% | $2,521-49.3% | $4,763-73.2% |
| Participant deferral / active EE | $2,624 | $4,778-45.1% | $4,048-35.2% | $5,851-55.2% |
| Admin fee / account holder | $120 | $12,193-99.0% | $7,491-98.4% | $11,598-99.0% |