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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 | $53,072 | $115,911-54.2% | $100,530-47.2% | $158,950-66.6% |
| Participation rate | 78.6% | 81.6%-3.0pp | 79.4%-0.8pp | 82.0%-3.4pp |
| Annual return | 13.86% | 34.80%-20.9pp | 30.89%-17.0pp | 302.91%-289.1pp |
| Employer contribution / active EE | $3,011 | $4,104-26.6% | $3,418-11.9% | $4,762-36.8% |
| Participant deferral / active EE | $5,958 | $6,676-10.8% | $6,271-5.0% | $5,983-0.4% |
| Admin fee / account holder | $3 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |