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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 | $48,141 | $172,111-72.0% | $150,298-68.0% | $137,256-64.9% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 23.12% | 69.37%-46.3pp | 62.79%-39.7pp | 220.34%-197.2pp |
| Employer contribution / active EE | $2,168 | $4,636-53.2% | $4,154-47.8% | $4,156-47.8% |
| Participant deferral / active EE | $3,328 | $6,166-46.0% | $5,453-39.0% | $6,407-48.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |