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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 | $102,288 | $129,737-21.2% | $119,126-14.1% | $154,746-33.9% |
| Participation rate | 70.8% | 78.9%-8.0pp | 75.8%-4.9pp | 80.7%-9.9pp |
| Annual return | 18.23% | 379.08%-360.9pp | 282.11%-263.9pp | 172.34%-154.1pp |
| Employer contribution / active EE | $2,408 | $4,375-44.9% | $4,034-40.3% | $4,379-45.0% |
| Participant deferral / active EE | $6,031 | $5,842+3.2% | $5,318+13.4% | $6,730-10.4% |
| Admin fee / account holder | $29 | $11,961-99.8% | $10,693-99.7% | $14,365-99.8% |