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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 | $46,041 | $148,629-69.0% | $135,982-66.1% | $139,487-67.0% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 23.78% | 79.33%-55.5pp | 68.32%-44.5pp | 373.84%-350.1pp |
| Employer contribution / active EE | $3,659 | $5,247-30.3% | $4,859-24.7% | $4,755-23.0% |
| Participant deferral / active EE | $10,733 | $8,102+32.5% | $7,760+38.3% | $6,713+59.9% |
| Admin fee / account holder | $19 | $12,406-99.8% | $10,767-99.8% | $11,407-99.8% |