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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 | $56,738 | $111,535-49.1% | $105,223-46.1% | $137,256-58.7% |
| Participation rate | 77.3% | 78.1%-0.8pp | 75.0%+2.2pp | 80.0%-2.7pp |
| Annual return | 18.62% | 237.85%-219.2pp | 180.65%-162.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,633 | $3,939-58.5% | $3,689-55.7% | $4,156-60.7% |
| Participant deferral / active EE | $4,833 | $5,500-12.1% | $5,072-4.7% | $6,407-24.6% |
| Admin fee / account holder | $258 | $9,721-97.3% | $8,859-97.1% | $12,270-97.9% |