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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 | $56,740 | $154,228-63.2% | $145,433-61.0% | $137,256-58.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 41.68% | 74.59%-32.9pp | 66.58%-24.9pp | 220.34%-178.7pp |
| Employer contribution / active EE | $2,453 | $4,804-48.9% | $4,554-46.1% | $4,156-41.0% |
| Participant deferral / active EE | $5,957 | $8,216-27.5% | $7,897-24.6% | $6,407-7.0% |
| Admin fee / account holder | $254 | $14,344-98.2% | $13,129-98.1% | $12,270-97.9% |