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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 | $39,152 | $162,812-76.0% | $133,971-70.8% | $158,966-75.4% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 8.99% | 41.94%-32.9pp | 45.09%-36.1pp | 302.95%-294.0pp |
| Employer contribution / active EE | $2,382 | $4,976-52.1% | $3,919-39.2% | $4,762-50.0% |
| Participant deferral / active EE | $2,784 | $5,910-52.9% | $5,047-44.8% | $5,983-53.5% |
| Admin fee / account holder | $222 | $11,741-98.1% | $8,929-97.5% | $11,250-98.0% |