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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 | $66,578 | $154,228-56.8% | $145,433-54.2% | $137,256-51.5% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 13.25% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,584 | $4,804-67.0% | $4,554-65.2% | $4,156-61.9% |
| Participant deferral / active EE | $2,547 | $8,216-69.0% | $7,897-67.7% | $6,407-60.2% |
| Admin fee / account holder | $236 | $14,344-98.4% | $13,129-98.2% | $12,270-98.1% |