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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 | $91,712 | $106,280-13.7% | $96,538-5.0% | $139,487-34.3% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 12.70% | 38.48%-25.8pp | 35.74%-23.0pp | 373.84%-361.1pp |
| Employer contribution / active EE | $1,296 | $4,107-68.5% | $3,740-65.4% | $4,755-72.8% |
| Participant deferral / active EE | $2,267 | $5,457-58.5% | $4,880-53.5% | $6,713-66.2% |
| Admin fee / account holder | $174 | $7,888-97.8% | $6,737-97.4% | $11,407-98.5% |