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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 | $45,950 | $172,111-73.3% | $150,298-69.4% | $137,256-66.5% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 18.14% | 69.37%-51.2pp | 62.79%-44.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $3,111 | $4,636-32.9% | $4,154-25.1% | $4,156-25.2% |
| Participant deferral / active EE | $2,585 | $6,166-58.1% | $5,453-52.6% | $6,407-59.6% |
| Admin fee / account holder | $217 | $16,471-98.7% | $14,116-98.5% | $12,270-98.2% |