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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 | $47,494 | $102,938-53.9% | $94,105-49.5% | $138,895-65.8% |
| Participation rate | 80.0% | 74.6%+5.4pp | 71.9%+8.1pp | 79.9%+0.1pp |
| Annual return | 24.21% | 250.28%-226.1pp | 204.55%-180.3pp | 145.39%-121.2pp |
| Employer contribution / active EE | $2,348 | $2,732-14.1% | $2,504-6.3% | $4,194-44.0% |
| Participant deferral / active EE | $5,430 | $4,196+29.4% | $3,881+39.9% | $6,396-15.1% |
| Admin fee / account holder | $40 | $6,600-99.4% | $6,199-99.4% | $12,562-99.7% |