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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 | $73,573 | $162,136-54.6% | $152,301-51.7% | $154,746-52.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 22.68% | 91.02%-68.3pp | 80.50%-57.8pp | 172.34%-149.7pp |
| Employer contribution / active EE | $2,542 | $4,890-48.0% | $4,624-45.0% | $4,379-42.0% |
| Participant deferral / active EE | $10,915 | $8,341+30.9% | $8,004+36.4% | $6,730+62.2% |
| Admin fee / account holder | $117 | $15,759-99.3% | $14,398-99.2% | $14,365-99.2% |