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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 | $24,950 | $154,228-83.8% | $145,433-82.8% | $137,256-81.8% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 24.76% | 74.59%-49.8pp | 66.58%-41.8pp | 220.34%-195.6pp |
| Employer contribution / active EE | $3,543 | $4,804-26.3% | $4,554-22.2% | $4,156-14.8% |
| Participant deferral / active EE | $5,111 | $8,216-37.8% | $7,897-35.3% | $6,407-20.2% |
| Admin fee / account holder | $130 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |