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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 | $57,096 | $185,312-69.2% | $161,489-64.6% | $154,746-63.1% |
| Participation rate | 70.6% | 82.5%-11.9pp | 78.7%-8.1pp | 80.7%-10.1pp |
| Annual return | 21.59% | 103.84%-82.2pp | 89.72%-68.1pp | 172.34%-150.7pp |
| Employer contribution / active EE | $1,151 | $4,769-75.9% | $4,268-73.0% | $4,379-73.7% |
| Participant deferral / active EE | $3,359 | $6,350-47.1% | $5,630-40.3% | $6,730-50.1% |
| Admin fee / account holder | $93 | $18,654-99.5% | $16,006-99.4% | $14,365-99.4% |