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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 | $93,869 | $162,136-42.1% | $152,301-38.4% | $154,746-39.3% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 17.47% | 91.02%-73.6pp | 80.50%-63.0pp | 172.34%-154.9pp |
| Employer contribution / active EE | $4,622 | $4,890-5.5% | $4,624-0.1% | $4,379+5.5% |
| Participant deferral / active EE | $16,745 | $8,341+100.8% | $8,004+109.2% | $6,730+148.8% |
| Admin fee / account holder | $191 | $15,759-98.8% | $14,398-98.7% | $14,365-98.7% |