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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 | $56,855 | $172,111-67.0% | $150,298-62.2% | $137,256-58.6% |
| Participation rate | 76.9% | 81.7%-4.8pp | 77.8%-0.8pp | 80.0%-3.0pp |
| Annual return | 24.83% | 69.37%-44.5pp | 62.79%-38.0pp | 220.34%-195.5pp |
| Employer contribution / active EE | $2,252 | $4,636-51.4% | $4,154-45.8% | $4,156-45.8% |
| Participant deferral / active EE | $5,493 | $6,166-10.9% | $5,453+0.7% | $6,407-14.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |