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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 | $47,595 | $156,398-69.6% | $147,318-67.7% | $138,895-65.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 19.65% | 78.75%-59.1pp | 70.43%-50.8pp | 145.39%-125.7pp |
| Employer contribution / active EE | $1,263 | $4,853-74.0% | $4,593-72.5% | $4,194-69.9% |
| Participant deferral / active EE | $4,195 | $8,237-49.1% | $7,906-46.9% | $6,396-34.4% |
| Admin fee / account holder | $179 | $14,976-98.8% | $13,708-98.7% | $12,562-98.6% |