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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 | $63,650 | $102,609-38.0% | $98,090-35.1% | $138,895-54.2% |
| Participation rate | 75.0% | 82.8%-7.8pp | 81.5%-6.5pp | 79.9%-4.9pp |
| Annual return | 24.38% | 36.44%-12.1pp | 37.05%-12.7pp | 145.39%-121.0pp |
| Employer contribution / active EE | $1,750 | $3,867-54.8% | $3,606-51.5% | $4,194-58.3% |
| Participant deferral / active EE | $15,689 | $8,167+92.1% | $7,845+100.0% | $6,396+145.3% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |