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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 | $43,184 | $165,381-73.9% | $149,730-71.2% | $158,966-72.8% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 23.79% | 348.29%-324.5pp | 276.70%-252.9pp | 302.95%-279.2pp |
| Employer contribution / active EE | $2,939 | $5,104-42.4% | $4,645-36.7% | $4,762-38.3% |
| Participant deferral / active EE | $6,775 | $7,182-5.7% | $6,843-1.0% | $5,983+13.2% |
| Admin fee / account holder | $186 | $10,809-98.3% | $9,310-98.0% | $11,250-98.3% |