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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 | $32,440 | $154,228-79.0% | $145,433-77.7% | $137,256-76.4% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 17.64% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,501 | $4,804-47.9% | $4,554-45.1% | $4,156-39.8% |
| Participant deferral / active EE | $3,280 | $8,216-60.1% | $7,897-58.5% | $6,407-48.8% |
| Admin fee / account holder | $270 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |