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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 | $71,480 | $165,381-56.8% | $149,730-52.3% | $158,966-55.0% |
| Participation rate | 79.2% | 84.6%-5.4pp | 82.5%-3.3pp | 82.0%-2.8pp |
| Annual return | 16.29% | 348.29%-332.0pp | 276.70%-260.4pp | 302.95%-286.7pp |
| Employer contribution / active EE | $4,553 | $5,104-10.8% | $4,645-2.0% | $4,762-4.4% |
| Participant deferral / active EE | $3,085 | $7,182-57.1% | $6,843-54.9% | $5,983-48.4% |
| Admin fee / account holder | $32 | $10,809-99.7% | $9,310-99.7% | $11,250-99.7% |