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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 | $223,823-73.3% | $211,142-71.7% | $154,746-61.4% |
| Participation rate | 76.2% | 87.9%-11.7pp | 87.3%-11.1pp | 80.7%-4.5pp |
| Annual return | 20.98% | 50.39%-29.4pp | 46.84%-25.9pp | 172.34%-151.4pp |
| Employer contribution / active EE | $3,947 | $6,787-41.8% | $6,442-38.7% | $4,379-9.9% |
| Participant deferral / active EE | $5,206 | $9,750-46.6% | $9,284-43.9% | $6,730-22.7% |
| Admin fee / account holder | $111 | $19,707-99.4% | $19,076-99.4% | $14,365-99.2% |