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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 | $69,856 | $172,111-59.4% | $150,298-53.5% | $137,256-49.1% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 21.94% | 69.37%-47.4pp | 62.79%-40.8pp | 220.34%-198.4pp |
| Employer contribution / active EE | $4,391 | $4,636-5.3% | $4,154+5.7% | $4,156+5.7% |
| Participant deferral / active EE | $14,256 | $6,166+131.2% | $5,453+161.5% | $6,407+122.5% |
| Admin fee / account holder | $176 | $16,471-98.9% | $14,116-98.8% | $12,270-98.6% |