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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 | $139,264 | $211,288-34.1% | $178,540-22.0% | $145,884-4.5% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 14.55% | 30.27%-15.7pp | 27.15%-12.6pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,036 | $4,574-77.3% | $3,953-73.8% | $4,662-77.8% |
| Participant deferral / active EE | $2,963 | $6,967-57.5% | $6,281-52.8% | $6,690-55.7% |
| Admin fee / account holder | $294 | $12,105-97.6% | $10,424-97.2% | $13,392-97.8% |