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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 | $49,630 | $156,398-68.3% | $147,318-66.3% | $138,895-64.3% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 13.52% | 78.75%-65.2pp | 70.43%-56.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $2,070 | $4,853-57.4% | $4,593-54.9% | $4,194-50.6% |
| Participant deferral / active EE | $5,655 | $8,237-31.3% | $7,906-28.5% | $6,396-11.6% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |