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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 | $48,057 | $157,276-69.4% | $141,177-66.0% | $152,885-68.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 19.74% | 64.33%-44.6pp | 71.40%-51.7pp | 345.39%-325.6pp |
| Employer contribution / active EE | $1,133 | $5,262-78.5% | $4,736-76.1% | $4,763-76.2% |
| Participant deferral / active EE | $4,488 | $7,110-36.9% | $6,710-33.1% | $5,851-23.3% |
| Admin fee / account holder | $228 | $12,123-98.1% | $10,263-97.8% | $11,598-98.0% |