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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 | $95,515 | $176,786-46.0% | $146,643-34.9% | $167,536-43.0% |
| Participation rate | 76.9% | 83.6%-6.7pp | 80.1%-3.1pp | 82.1%-5.2pp |
| Annual return | 19.19% | 24.04%-4.8pp | 22.75%-3.6pp | 478.82%-459.6pp |
| Employer contribution / active EE | $4,835 | $5,161-6.3% | $4,137+16.9% | $4,839-0.1% |
| Participant deferral / active EE | $11,100 | $6,440+72.4% | $5,506+101.6% | $6,342+75.0% |
| Admin fee / account holder | $11 | $13,262-99.9% | $10,280-99.9% | $12,315-99.9% |