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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 | $54,311 | $114,119-52.4% | $107,187-49.3% | $138,895-60.9% |
| Participation rate | 72.7% | 78.1%-5.3pp | 75.0%-2.3pp | 79.9%-7.2pp |
| Annual return | 22.83% | 273.21%-250.4pp | 204.55%-181.7pp | 145.39%-122.6pp |
| Employer contribution / active EE | $1,538 | $4,059-62.1% | $3,782-59.3% | $4,194-63.3% |
| Participant deferral / active EE | $5,985 | $5,538+8.1% | $5,096+17.4% | $6,396-6.4% |
| Admin fee / account holder | $256 | $10,024-97.4% | $9,162-97.2% | $12,562-98.0% |