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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 | $61,526 | $165,381-62.8% | $149,730-58.9% | $158,966-61.3% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 21.94% | 348.29%-326.4pp | 276.70%-254.8pp | 302.95%-281.0pp |
| Employer contribution / active EE | $2,042 | $5,104-60.0% | $4,645-56.0% | $4,762-57.1% |
| Participant deferral / active EE | $5,739 | $7,182-20.1% | $6,843-16.1% | $5,983-4.1% |
| Admin fee / account holder | $136 | $10,809-98.7% | $9,310-98.5% | $11,250-98.8% |