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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 | $32,562 | $181,062-82.0% | $158,223-79.4% | $155,188-79.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 20.91% | 57.39%-36.5pp | 52.09%-31.2pp | 148.84%-127.9pp |
| Employer contribution / active EE | $2,750 | $4,565-39.8% | $4,109-33.1% | $4,248-35.3% |
| Participant deferral / active EE | $3,337 | $6,134-45.6% | $5,467-39.0% | $6,531-48.9% |
| Admin fee / account holder | $20 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |