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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 | $53,082 | $162,821-67.4% | $133,978-60.4% | $158,982-66.6% |
| Participation rate | 81.0% | 83.2%-2.3pp | 79.8%+1.1pp | 82.0%-1.0pp |
| Annual return | 16.33% | 41.95%-25.6pp | 45.10%-28.8pp | 302.99%-286.7pp |
| Employer contribution / active EE | $1,450 | $4,976-70.9% | $3,919-63.0% | $4,763-69.6% |
| Participant deferral / active EE | $3,018 | $5,910-48.9% | $5,047-40.2% | $5,983-49.6% |
| Admin fee / account holder | $9 | $11,742-99.9% | $8,930-99.9% | $11,252-99.9% |