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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 | $59,718 | $209,336-71.5% | $197,124-69.7% | $137,256-56.5% |
| Participation rate | 76.2% | 87.3%-11.1pp | 86.7%-10.5pp | 80.0%-3.8pp |
| Annual return | 20.98% | 48.09%-27.1pp | 44.34%-23.4pp | 220.34%-199.4pp |
| Employer contribution / active EE | $3,947 | $6,591-40.1% | $6,227-36.6% | $4,156-5.0% |
| Participant deferral / active EE | $5,206 | $9,614-45.9% | $9,135-43.0% | $6,407-18.7% |
| Admin fee / account holder | $111 | $17,308-99.4% | $16,298-99.3% | $12,270-99.1% |