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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 | $63,223 | $178,174-64.5% | $156,181-59.5% | $137,256-53.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 29.11% | 84.19%-55.1pp | 64.87%-35.8pp | 220.34%-191.2pp |
| Employer contribution / active EE | $2,662 | $4,972-46.5% | $4,294-38.0% | $4,156-35.9% |
| Participant deferral / active EE | $15,875 | $6,888+130.5% | $6,132+158.9% | $6,407+147.8% |
| Admin fee / account holder | $222 | $17,404-98.7% | $14,586-98.5% | $12,270-98.2% |