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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 | $64,432 | $185,312-65.2% | $161,489-60.1% | $154,746-58.4% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 20.10% | 103.84%-83.7pp | 89.72%-69.6pp | 172.34%-152.2pp |
| Employer contribution / active EE | $2,076 | $4,769-56.5% | $4,268-51.4% | $4,379-52.6% |
| Participant deferral / active EE | $7,691 | $6,350+21.1% | $5,630+36.6% | $6,730+14.3% |
| Admin fee / account holder | $1 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |