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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 | $48,721 | $162,136-70.0% | $152,301-68.0% | $154,746-68.5% |
| Participation rate | 78.6% | 84.1%-5.5pp | 82.4%-3.9pp | 80.7%-2.1pp |
| Annual return | 18.02% | 91.02%-73.0pp | 80.50%-62.5pp | 172.34%-154.3pp |
| Employer contribution / active EE | $4,189 | $4,890-14.3% | $4,624-9.4% | $4,379-4.3% |
| Participant deferral / active EE | $6,583 | $8,341-21.1% | $8,004-17.8% | $6,730-2.2% |
| Admin fee / account holder | $288 | $15,759-98.2% | $14,398-98.0% | $14,365-98.0% |