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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 | $174,379-76.4% | $152,093-72.9% | $138,895-70.3% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 30.16% | 74.86%-44.7pp | 66.36%-36.2pp | 145.39%-115.2pp |
| Employer contribution / active EE | $12,138 | $4,652+160.9% | $4,175+190.8% | $4,194+189.4% |
| Participant deferral / active EE | $6,682 | $6,159+8.5% | $5,451+22.6% | $6,396+4.5% |
| Admin fee / account holder | $150 | $16,880-99.1% | $14,497-99.0% | $12,562-98.8% |