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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 | $40,888 | $139,948-70.8% | $121,663-66.4% | $154,746-73.6% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.5%-3.1pp | 80.7%-9.3pp |
| Annual return | 14.84% | 230.52%-215.7pp | 147.54%-132.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,625 | $3,521-53.9% | $3,020-46.2% | $4,379-62.9% |
| Participant deferral / active EE | $4,445 | $5,629-21.0% | $4,887-9.0% | $6,730-34.0% |
| Admin fee / account holder | $158 | $17,321-99.1% | $14,289-98.9% | $14,365-98.9% |