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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 | $50,119 | $110,410-54.6% | $102,437-51.1% | $145,897-65.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 11.34% | 24.85%-13.5pp | 24.95%-13.6pp | 552.29%-541.0pp |
| Employer contribution / active EE | $2,686 | $4,217-36.3% | $3,871-30.6% | $4,663-42.4% |
| Participant deferral / active EE | $4,587 | $5,622-18.4% | $5,060-9.4% | $6,689-31.4% |
| Admin fee / account holder | $250 | $9,745-97.4% | $8,388-97.0% | $13,390-98.1% |