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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 | $48,476 | $114,119-57.5% | $107,187-54.8% | $138,895-65.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 21.36% | 273.21%-251.8pp | 204.55%-183.2pp | 145.39%-124.0pp |
| Employer contribution / active EE | $1,489 | $4,059-63.3% | $3,782-60.6% | $4,194-64.5% |
| Participant deferral / active EE | $4,956 | $5,538-10.5% | $5,096-2.7% | $6,396-22.5% |
| Admin fee / account holder | $184 | $10,024-98.2% | $9,162-98.0% | $12,562-98.5% |