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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 | $32,486 | $106,267-69.4% | $96,520-66.3% | $139,456-76.7% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 18.72% | 38.45%-19.7pp | 35.72%-17.0pp | 373.45%-354.7pp |
| Employer contribution / active EE | $1,015 | $4,105-75.3% | $3,739-72.9% | $4,753-78.6% |
| Participant deferral / active EE | $4,325 | $5,454-20.7% | $4,879-11.4% | $6,711-35.6% |
| Admin fee / account holder | $165 | $7,882-97.9% | $6,733-97.6% | $11,407-98.6% |