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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 | $196,972-75.3% | $182,262-73.3% | $198,609-75.5% |
| Participation rate | 78.6% | 85.7%-7.1pp | 84.2%-5.6pp | 82.4%-3.8pp |
| Annual return | 18.02% | 158.27%-140.3pp | 140.60%-122.6pp | 202.70%-184.7pp |
| Employer contribution / active EE | $4,189 | $5,364-21.9% | $5,046-17.0% | $5,055-17.1% |
| Participant deferral / active EE | $6,583 | $8,643-23.8% | $8,276-20.5% | $6,977-5.6% |
| Admin fee / account holder | $288 | $18,429-98.4% | $16,712-98.3% | $19,030-98.5% |