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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 | $45,692 | $174,379-73.8% | $152,093-70.0% | $138,895-67.1% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 15.69% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,172 | $4,652-74.8% | $4,175-71.9% | $4,194-72.1% |
| Participant deferral / active EE | $4,061 | $6,159-34.1% | $5,451-25.5% | $6,396-36.5% |
| Admin fee / account holder | $102 | $16,880-99.4% | $14,497-99.3% | $12,562-99.2% |