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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 | $47,428 | $185,312-74.4% | $161,489-70.6% | $154,746-69.4% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 22.20% | 103.84%-81.6pp | 89.72%-67.5pp | 172.34%-150.1pp |
| Employer contribution / active EE | $3,394 | $4,769-28.8% | $4,268-20.5% | $4,379-22.5% |
| Participant deferral / active EE | $5,598 | $6,350-11.8% | $5,630-0.6% | $6,730-16.8% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |