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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 | $60,579 | $174,379-65.3% | $152,093-60.2% | $138,895-56.4% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 137.86% | 74.86%+63.0pp | 66.36%+71.5pp | 145.39%-7.5pp |
| Employer contribution / active EE | $1,486 | $4,652-68.1% | $4,175-64.4% | $4,194-64.6% |
| Participant deferral / active EE | $6,561 | $6,159+6.5% | $5,451+20.3% | $6,396+2.6% |
| Admin fee / account holder | $149 | $16,880-99.1% | $14,497-99.0% | $12,562-98.8% |