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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 | $89,821 | $162,136-44.6% | $152,301-41.0% | $154,746-42.0% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 16.04% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $5,834 | $4,890+19.3% | $4,624+26.1% | $4,379+33.2% |
| Participant deferral / active EE | $14,779 | $8,341+77.2% | $8,004+84.7% | $6,730+119.6% |
| Admin fee / account holder | $6 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |