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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 | $44,214 | $165,381-73.3% | $149,730-70.5% | $158,966-72.2% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 25.33% | 348.29%-323.0pp | 276.70%-251.4pp | 302.95%-277.6pp |
| Employer contribution / active EE | $3,967 | $5,104-22.3% | $4,645-14.6% | $4,762-16.7% |
| Participant deferral / active EE | $11,749 | $7,182+63.6% | $6,843+71.7% | $5,983+96.4% |
| Admin fee / account holder | $122 | $10,809-98.9% | $9,310-98.7% | $11,250-98.9% |