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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 | $45,867 | $148,623-69.1% | $135,974-66.3% | $139,466-67.1% |
| Participation rate | 78.9% | 83.9%-4.9pp | 81.9%-3.0pp | 80.3%-1.4pp |
| Annual return | 20.58% | 79.30%-58.7pp | 68.30%-47.7pp | 373.66%-353.1pp |
| Employer contribution / active EE | $4,888 | $5,246-6.8% | $4,859+0.6% | $4,754+2.8% |
| Participant deferral / active EE | $6,135 | $8,103-24.3% | $7,760-20.9% | $6,712-8.6% |
| Admin fee / account holder | $261 | $12,406-97.9% | $10,767-97.6% | $11,409-97.7% |