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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 | $145,514 | $211,239-31.1% | $178,528-18.5% | $145,877-0.2% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 13.05% | 30.22%-17.2pp | 27.11%-14.1pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,521 | $4,570-66.7% | $3,950-61.5% | $4,663-67.4% |
| Participant deferral / active EE | $4,032 | $6,963-42.1% | $6,278-35.8% | $6,691-39.7% |
| Admin fee / account holder | $257 | $12,095-97.9% | $10,419-97.5% | $13,402-98.1% |