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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 | $68,293 | $223,823-69.5% | $211,142-67.7% | $154,746-55.9% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 21.20% | 50.39%-29.2pp | 46.84%-25.6pp | 172.34%-151.1pp |
| Employer contribution / active EE | $1,722 | $6,787-74.6% | $6,442-73.3% | $4,379-60.7% |
| Participant deferral / active EE | $10,944 | $9,750+12.2% | $9,284+17.9% | $6,730+62.6% |
| Admin fee / account holder | $166 | $19,707-99.2% | $19,076-99.1% | $14,365-98.8% |