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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 | $51,236 | $148,558-65.5% | $135,925-62.3% | $139,427-63.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 15.09% | 79.22%-64.1pp | 68.25%-53.2pp | 373.27%-358.2pp |
| Employer contribution / active EE | $3,949 | $5,244-24.7% | $4,857-18.7% | $4,752-16.9% |
| Participant deferral / active EE | $4,793 | $8,101-40.8% | $7,759-38.2% | $6,711-28.6% |
| Admin fee / account holder | $282 | $12,401-97.7% | $10,764-97.4% | $11,404-97.5% |