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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 | $49,209 | $172,111-71.4% | $150,298-67.3% | $137,256-64.1% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 15.47% | 69.37%-53.9pp | 62.79%-47.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,695 | $4,636-63.5% | $4,154-59.2% | $4,156-59.2% |
| Participant deferral / active EE | $6,661 | $6,166+8.0% | $5,453+22.2% | $6,407+4.0% |
| Admin fee / account holder | $283 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |