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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 | $51,151 | $135,956-62.4% | $123,894-58.7% | $273,972-81.3% |
| Participation rate | 76.5% | 84.1%-7.6pp | 81.4%-4.9pp | 83.0%-6.5pp |
| Annual return | 13.03% | 56.63%-43.6pp | 47.52%-34.5pp | 41.46%-28.4pp |
| Employer contribution / active EE | $3,860 | $5,170-25.3% | $4,617-16.4% | $4,869-20.7% |
| Participant deferral / active EE | $9,779 | $6,343+54.2% | $5,984+63.4% | $5,287+84.9% |
| Admin fee / account holder | $21 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |