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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 | $55,903 | $106,280-47.4% | $96,538-42.1% | $139,487-59.9% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 23.76% | 38.48%-14.7pp | 35.74%-12.0pp | 373.84%-350.1pp |
| Employer contribution / active EE | $3,238 | $4,107-21.2% | $3,740-13.4% | $4,755-31.9% |
| Participant deferral / active EE | $7,868 | $5,457+44.2% | $4,880+61.2% | $6,713+17.2% |
| Admin fee / account holder | $274 | $7,888-96.5% | $6,737-95.9% | $11,407-97.6% |