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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 | $106,531 | $185,312-42.5% | $161,489-34.0% | $154,746-31.2% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 18.78% | 103.84%-85.1pp | 89.72%-70.9pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,455 | $4,769-69.5% | $4,268-65.9% | $4,379-66.8% |
| Participant deferral / active EE | $9,591 | $6,350+51.1% | $5,630+70.4% | $6,730+42.5% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |