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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 | $56,740 | $162,136-65.0% | $152,301-62.7% | $154,746-63.3% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 41.68% | 91.02%-49.3pp | 80.50%-38.8pp | 172.34%-130.7pp |
| Employer contribution / active EE | $2,453 | $4,890-49.8% | $4,624-47.0% | $4,379-44.0% |
| Participant deferral / active EE | $5,957 | $8,341-28.6% | $8,004-25.6% | $6,730-11.5% |
| Admin fee / account holder | $254 | $15,759-98.4% | $14,398-98.2% | $14,365-98.2% |