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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 | $212,386-77.0% | $199,883-75.5% | $138,895-64.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 18.70% | 47.75%-29.1pp | 43.81%-25.1pp | 145.39%-126.7pp |
| Employer contribution / active EE | $2,928 | $6,625-55.8% | $6,261-53.2% | $4,194-30.2% |
| Participant deferral / active EE | $7,635 | $9,617-20.6% | $9,138-16.4% | $6,396+19.4% |
| Admin fee / account holder | $86 | $18,233-99.5% | $17,268-99.5% | $12,562-99.3% |