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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 | $38,304 | $114,119-66.4% | $107,187-64.3% | $138,895-72.4% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.0%-3.6pp | 79.9%-8.5pp |
| Annual return | 18.78% | 273.21%-254.4pp | 204.55%-185.8pp | 145.39%-126.6pp |
| Employer contribution / active EE | $2,704 | $4,059-33.4% | $3,782-28.5% | $4,194-35.5% |
| Participant deferral / active EE | $3,654 | $5,538-34.0% | $5,096-28.3% | $6,396-42.9% |
| Admin fee / account holder | $156 | $10,024-98.4% | $9,162-98.3% | $12,562-98.8% |