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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 | $51,347 | $156,398-67.2% | $147,318-65.1% | $138,895-63.0% |
| Participation rate | 70.6% | 83.8%-13.2pp | 82.1%-11.5pp | 79.9%-9.3pp |
| Annual return | 20.77% | 78.75%-58.0pp | 70.43%-49.7pp | 145.39%-124.6pp |
| Employer contribution / active EE | $1,917 | $4,853-60.5% | $4,593-58.3% | $4,194-54.3% |
| Participant deferral / active EE | $6,507 | $8,237-21.0% | $7,906-17.7% | $6,396+1.7% |
| Admin fee / account holder | $182 | $14,976-98.8% | $13,708-98.7% | $12,562-98.5% |