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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 | $227,291-70.0% | $214,702-68.2% | $155,188-56.0% |
| Participation rate | 80.0% | 88.0%-8.0pp | 87.5%-7.5pp | 80.8%-0.8pp |
| Annual return | 21.20% | 60.08%-38.9pp | 54.55%-33.4pp | 148.84%-127.6pp |
| Employer contribution / active EE | $1,722 | $6,772-74.6% | $6,461-73.3% | $4,248-59.5% |
| Participant deferral / active EE | $10,944 | $9,582+14.2% | $9,147+19.7% | $6,531+67.6% |
| Admin fee / account holder | $166 | $20,413-99.2% | $19,830-99.2% | $14,480-98.9% |