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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 | $95,853 | $111,535-14.1% | $105,223-8.9% | $137,256-30.2% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 16.98% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,835 | $3,939-53.4% | $3,689-50.3% | $4,156-55.9% |
| Participant deferral / active EE | $1,982 | $5,500-64.0% | $5,072-60.9% | $6,407-69.1% |
| Admin fee / account holder | $26 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |