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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 | $109,250 | $165,399-33.9% | $149,745-27.0% | $158,982-31.3% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 17.95% | 348.34%-330.4pp | 276.72%-258.8pp | 302.99%-285.0pp |
| Employer contribution / active EE | $1,498 | $5,105-70.7% | $4,646-67.8% | $4,763-68.5% |
| Participant deferral / active EE | $6,900 | $7,183-3.9% | $6,843+0.8% | $5,983+15.3% |
| Admin fee / account holder | $265 | $10,811-97.5% | $9,312-97.2% | $11,252-97.6% |