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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 | $44,968 | $106,247-57.7% | $96,515-53.4% | $139,466-67.8% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 21.17% | 38.47%-17.3pp | 35.73%-14.6pp | 373.66%-352.5pp |
| Employer contribution / active EE | $1,111 | $4,106-72.9% | $3,740-70.3% | $4,754-76.6% |
| Participant deferral / active EE | $9,498 | $5,456+74.1% | $4,880+94.6% | $6,712+41.5% |
| Admin fee / account holder | $156 | $7,885-98.0% | $6,735-97.7% | $11,409-98.6% |