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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 | $46,530 | $162,136-71.3% | $152,301-69.4% | $154,746-69.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 17.65% | 91.02%-73.4pp | 80.50%-62.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,211 | $4,890-75.2% | $4,624-73.8% | $4,379-72.4% |
| Participant deferral / active EE | $5,088 | $8,341-39.0% | $8,004-36.4% | $6,730-24.4% |
| Admin fee / account holder | $176 | $15,759-98.9% | $14,398-98.8% | $14,365-98.8% |