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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 | $53,248 | $172,111-69.1% | $150,298-64.6% | $137,256-61.2% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 16.62% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,268 | $4,636-51.1% | $4,154-45.4% | $4,156-45.4% |
| Participant deferral / active EE | $3,772 | $6,166-38.8% | $5,453-30.8% | $6,407-41.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |