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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 | $33,097 | $165,399-80.0% | $149,745-77.9% | $158,982-79.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 16.21% | 348.34%-332.1pp | 276.72%-260.5pp | 302.99%-286.8pp |
| Employer contribution / active EE | $2,100 | $5,105-58.9% | $4,646-54.8% | $4,763-55.9% |
| Participant deferral / active EE | $2,553 | $7,183-64.5% | $6,843-62.7% | $5,983-57.3% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |