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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 | $67,107 | $135,956-50.6% | $123,894-45.8% | $273,972-75.5% |
| Participation rate | 70.6% | 84.1%-13.5pp | 81.4%-10.8pp | 83.0%-12.4pp |
| Annual return | 17.29% | 56.63%-39.3pp | 47.52%-30.2pp | 41.46%-24.2pp |
| Employer contribution / active EE | $2,271 | $5,170-56.1% | $4,617-50.8% | $4,869-53.4% |
| Participant deferral / active EE | $3,338 | $6,343-47.4% | $5,984-44.2% | $5,287-36.9% |
| Admin fee / account holder | $173 | $9,817-98.2% | $8,357-97.9% | $10,133-98.3% |