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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 | $50,021 | $98,776-49.4% | $149,745-66.6% | $79,856-37.4% |
| Participation rate | 72.7% | 75.8%-3.1pp | 82.5%-9.8pp | 69.6%+3.1pp |
| Annual return | 17.55% | 27.38%-9.8pp | 276.72%-259.2pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,709 | $3,217-46.9% | $4,646-63.2% | $2,471-30.8% |
| Participant deferral / active EE | $3,133 | $5,681-44.9% | $6,843-54.2% | $3,741-16.2% |
| Admin fee / account holder | $18 | $6,053-99.7% | $9,312-99.8% | $5,306-99.7% |