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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 | $30,345 | $90,486-66.5% | $78,676-61.4% | $273,972-88.9% |
| Participation rate | 72.7% | 76.5%-3.8pp | 73.6%-0.8pp | 83.0%-10.3pp |
| Annual return | 9.78% | 75.62%-65.8pp | 62.19%-52.4pp | 41.46%-31.7pp |
| Employer contribution / active EE | $1,703 | $3,175-46.4% | $2,850-40.2% | $4,869-65.0% |
| Participant deferral / active EE | $3,060 | $3,901-21.6% | $3,517-13.0% | $5,287-42.1% |
| Admin fee / account holder | $47 | $5,263-99.1% | $4,510-99.0% | $10,133-99.5% |