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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 | $72,347 | $178,174-59.4% | $156,181-53.7% | $137,256-47.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 20.09% | 84.19%-64.1pp | 64.87%-44.8pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,328 | $4,972-33.1% | $4,294-22.5% | $4,156-19.9% |
| Participant deferral / active EE | $12,394 | $6,888+79.9% | $6,132+102.1% | $6,407+93.4% |
| Admin fee / account holder | $251 | $17,404-98.6% | $14,586-98.3% | $12,270-98.0% |