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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 | $60,412 | $157,304-61.6% | $141,197-57.2% | $152,909-60.5% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.6pp | 82.5%-5.5pp |
| Annual return | 24.00% | 64.34%-40.3pp | 71.41%-47.4pp | 345.46%-321.5pp |
| Employer contribution / active EE | $2,288 | $5,263-56.5% | $4,736-51.7% | $4,764-52.0% |
| Participant deferral / active EE | $7,748 | $7,111+9.0% | $6,710+15.5% | $5,851+32.4% |
| Admin fee / account holder | $176 | $12,126-98.5% | $10,265-98.3% | $11,601-98.5% |