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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 | $47,551 | $154,228-69.2% | $145,433-67.3% | $137,256-65.4% |
| Participation rate | 70.6% | 83.8%-13.2pp | 82.1%-11.5pp | 80.0%-9.4pp |
| Annual return | 29.95% | 74.59%-44.6pp | 66.58%-36.6pp | 220.34%-190.4pp |
| Employer contribution / active EE | $2,325 | $4,804-51.6% | $4,554-48.9% | $4,156-44.1% |
| Participant deferral / active EE | $6,035 | $8,216-26.6% | $7,897-23.6% | $6,407-5.8% |
| Admin fee / account holder | $278 | $14,344-98.1% | $13,129-97.9% | $12,270-97.7% |