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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 | $96,632 | $148,582-35.0% | $135,942-28.9% | $139,456-30.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 26.42% | 79.26%-52.8pp | 68.28%-41.9pp | 373.45%-347.0pp |
| Employer contribution / active EE | $2,014 | $5,245-61.6% | $4,858-58.5% | $4,753-57.6% |
| Participant deferral / active EE | $5,507 | $8,101-32.0% | $7,759-29.0% | $6,711-17.9% |
| Admin fee / account holder | $19 | $12,402-99.9% | $10,764-99.8% | $11,407-99.8% |