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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 | $49,630 | $155,555-68.1% | $146,866-66.2% | $155,188-68.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.5%-4.7pp | 80.8%-3.0pp |
| Annual return | 13.52% | 115.41%-101.9pp | 102.85%-89.3pp | 148.84%-135.3pp |
| Employer contribution / active EE | $2,070 | $4,647-55.5% | $4,425-53.2% | $4,248-51.3% |
| Participant deferral / active EE | $5,655 | $8,044-29.7% | $7,759-27.1% | $6,531-13.4% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |