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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 | $46,281 | $197,625-76.6% | $177,840-74.0% | $158,966-70.9% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 15.59% | 58.76%-43.2pp | 48.32%-32.7pp | 302.95%-287.4pp |
| Employer contribution / active EE | $6,552 | $6,698-2.2% | $5,919+10.7% | $4,762+37.6% |
| Participant deferral / active EE | $4,715 | $8,405-43.9% | $7,714-38.9% | $5,983-21.2% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |