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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 | $41,219 | $172,111-76.1% | $150,298-72.6% | $137,256-70.0% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 30.16% | 69.37%-39.2pp | 62.79%-32.6pp | 220.34%-190.2pp |
| Employer contribution / active EE | $12,138 | $4,636+161.8% | $4,154+192.2% | $4,156+192.1% |
| Participant deferral / active EE | $6,682 | $6,166+8.4% | $5,453+22.6% | $6,407+4.3% |
| Admin fee / account holder | $150 | $16,471-99.1% | $14,116-98.9% | $12,270-98.8% |