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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 | $50,976 | $154,228-66.9% | $145,433-64.9% | $137,256-62.9% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 24.69% | 74.59%-49.9pp | 66.58%-41.9pp | 220.34%-195.7pp |
| Employer contribution / active EE | $2,708 | $4,804-43.6% | $4,554-40.5% | $4,156-34.8% |
| Participant deferral / active EE | $6,249 | $8,216-23.9% | $7,897-20.9% | $6,407-2.5% |
| Admin fee / account holder | $12 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |