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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 | $126,577 | $183,516-31.0% | $155,534-18.6% | $145,884-13.2% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 17.27% | 61.43%-44.2pp | 64.92%-47.6pp | 551.85%-534.6pp |
| Employer contribution / active EE | $2,439 | $5,315-54.1% | $4,675-47.8% | $4,662-47.7% |
| Participant deferral / active EE | $6,839 | $6,467+5.8% | $5,630+21.5% | $6,690+2.2% |
| Admin fee / account holder | $20 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |