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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 | $71,526 | $90,486-21.0% | $78,676-9.1% | $273,972-73.9% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 4.78% | 75.62%-70.8pp | 62.19%-57.4pp | 41.46%-36.7pp |
| Employer contribution / active EE | $495 | $3,175-84.4% | $2,850-82.6% | $4,869-89.8% |
| Participant deferral / active EE | $3,440 | $3,901-11.8% | $3,517-2.2% | $5,287-34.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |