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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 | $52,158 | $90,504-42.4% | $78,690-33.7% | $273,965-81.0% |
| Participation rate | 72.7% | 76.5%-3.8pp | 73.6%-0.8pp | 83.0%-10.3pp |
| Annual return | 7.24% | 75.61%-68.4pp | 62.18%-54.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $957 | $3,176-69.9% | $2,851-66.4% | $4,869-80.4% |
| Participant deferral / active EE | $1,271 | $3,901-67.4% | $3,517-63.9% | $5,287-76.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,511-100.0% | $10,132-100.0% |