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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 | $41,328 | $135,956-69.6% | $123,894-66.6% | $273,972-84.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 10.29% | 56.63%-46.3pp | 47.52%-37.2pp | 41.46%-31.2pp |
| Employer contribution / active EE | $3,631 | $5,170-29.8% | $4,617-21.3% | $4,869-25.4% |
| Participant deferral / active EE | $10,212 | $6,343+61.0% | $5,984+70.6% | $5,287+93.1% |
| Admin fee / account holder | $198 | $9,817-98.0% | $8,357-97.6% | $10,133-98.0% |