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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 | $52,468 | $135,956-61.4% | $123,894-57.7% | $273,972-80.8% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 5.32% | 56.63%-51.3pp | 47.52%-42.2pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,142 | $5,170-77.9% | $4,617-75.3% | $4,869-76.5% |
| Participant deferral / active EE | $2,900 | $6,343-54.3% | $5,984-51.5% | $5,287-45.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |