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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 | $48,721 | $154,228-68.4% | $145,433-66.5% | $137,256-64.5% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 80.0%-1.4pp |
| Annual return | 18.02% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $4,189 | $4,804-12.8% | $4,554-8.0% | $4,156+0.8% |
| Participant deferral / active EE | $6,583 | $8,216-19.9% | $7,897-16.6% | $6,407+2.7% |
| Admin fee / account holder | $288 | $14,344-98.0% | $13,129-97.8% | $12,270-97.7% |