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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 | $53,274 | $124,351-57.2% | $109,188-51.2% | $167,553-68.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 15.87% | 26.04%-10.2pp | 25.76%-9.9pp | 478.89%-463.0pp |
| Employer contribution / active EE | $1,816 | $4,210-56.9% | $3,723-51.2% | $4,840-62.5% |
| Participant deferral / active EE | $4,212 | $5,257-19.9% | $4,654-9.5% | $6,343-33.6% |
| Admin fee / account holder | $205 | $7,975-97.4% | $6,755-97.0% | $12,316-98.3% |