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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 | $48,875 | $209,336-76.7% | $197,124-75.2% | $137,256-64.4% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 18.70% | 48.09%-29.4pp | 44.34%-25.6pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,928 | $6,591-55.6% | $6,227-53.0% | $4,156-29.5% |
| Participant deferral / active EE | $7,635 | $9,614-20.6% | $9,135-16.4% | $6,407+19.2% |
| Admin fee / account holder | $86 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |