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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 | $50,267 | $181,896-72.4% | $156,551-67.9% | $273,972-81.7% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 240.37% | 30.74%+209.6pp | 32.23%+208.1pp | 41.46%+198.9pp |
| Employer contribution / active EE | $3,826 | $6,248-38.8% | $5,501-30.5% | $4,869-21.4% |
| Participant deferral / active EE | $6,062 | $5,550+9.2% | $4,871+24.4% | $5,287+14.7% |
| Admin fee / account holder | $262 | $15,560-98.3% | $13,028-98.0% | $10,133-97.4% |