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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 | $80,970 | $165,381-51.0% | $149,730-45.9% | $158,966-49.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 14.93% | 348.29%-333.4pp | 276.70%-261.8pp | 302.95%-288.0pp |
| Employer contribution / active EE | $1,788 | $5,104-65.0% | $4,645-61.5% | $4,762-62.5% |
| Participant deferral / active EE | $3,773 | $7,182-47.5% | $6,843-44.9% | $5,983-36.9% |
| Admin fee / account holder | $273 | $10,809-97.5% | $9,310-97.1% | $11,250-97.6% |