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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 | $94,612 | $155,555-39.2% | $146,866-35.6% | $155,188-39.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 15.61% | 115.41%-99.8pp | 102.85%-87.2pp | 148.84%-133.2pp |
| Employer contribution / active EE | $1,378 | $4,647-70.4% | $4,425-68.9% | $4,248-67.6% |
| Participant deferral / active EE | $5,568 | $8,044-30.8% | $7,759-28.2% | $6,531-14.7% |
| Admin fee / account holder | $201 | $14,755-98.6% | $13,620-98.5% | $14,480-98.6% |