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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 | $78,139 | $201,372-61.2% | $184,260-57.6% | $145,884-46.4% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 13.02% | 29.04%-16.0pp | 28.84%-15.8pp | 551.85%-538.8pp |
| Employer contribution / active EE | $2,278 | $7,024-67.6% | $6,427-64.6% | $4,662-51.1% |
| Participant deferral / active EE | $4,756 | $9,808-51.5% | $9,133-47.9% | $6,690-28.9% |
| Admin fee / account holder | $12 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |