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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 | $36,218 | $108,882-66.7% | $96,754-62.6% | $154,746-76.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 16.51% | 98.39%-81.9pp | 82.04%-65.5pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,942 | $3,018-35.7% | $2,679-27.5% | $4,379-55.7% |
| Participant deferral / active EE | $4,639 | $5,323-12.8% | $4,758-2.5% | $6,730-31.1% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |