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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 | $56,847 | $157,304-63.9% | $141,197-59.7% | $152,909-62.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 16.38% | 64.34%-48.0pp | 71.41%-55.0pp | 345.46%-329.1pp |
| Employer contribution / active EE | $3,391 | $5,263-35.6% | $4,736-28.4% | $4,764-28.8% |
| Participant deferral / active EE | $3,482 | $7,111-51.0% | $6,710-48.1% | $5,851-40.5% |
| Admin fee / account holder | $5 | $12,126-100.0% | $10,265-99.9% | $11,601-100.0% |