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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 | $47,851 | $154,228-69.0% | $145,433-67.1% | $137,256-65.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 21.96% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $2,910 | $4,804-39.4% | $4,554-36.1% | $4,156-30.0% |
| Participant deferral / active EE | $12,602 | $8,216+53.4% | $7,897+59.6% | $6,407+96.7% |
| Admin fee / account holder | $82 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |