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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 | $35,918 | $211,239-83.0% | $178,528-79.9% | $145,877-75.4% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 10.27% | 30.22%-20.0pp | 27.11%-16.8pp | 551.28%-541.0pp |
| Employer contribution / active EE | $2,186 | $4,570-52.2% | $3,950-44.7% | $4,663-53.1% |
| Participant deferral / active EE | $3,047 | $6,963-56.2% | $6,278-51.5% | $6,691-54.5% |
| Admin fee / account holder | $169 | $12,095-98.6% | $10,419-98.4% | $13,402-98.7% |