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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 | $86,791 | $154,228-43.7% | $145,433-40.3% | $137,256-36.8% |
| Participation rate | 73.3% | 83.8%-10.5pp | 82.1%-8.8pp | 80.0%-6.6pp |
| Annual return | 17.94% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,453 | $4,804-48.9% | $4,554-46.1% | $4,156-41.0% |
| Participant deferral / active EE | $5,395 | $8,216-34.3% | $7,897-31.7% | $6,407-15.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |