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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 | $46,718 | $162,136-71.2% | $152,301-69.3% | $154,746-69.8% |
| Participation rate | 78.6% | 84.1%-5.5pp | 82.4%-3.9pp | 80.7%-2.1pp |
| Annual return | 19.43% | 91.02%-71.6pp | 80.50%-61.1pp | 172.34%-152.9pp |
| Employer contribution / active EE | $3,019 | $4,890-38.3% | $4,624-34.7% | $4,379-31.1% |
| Participant deferral / active EE | $4,750 | $8,341-43.0% | $8,004-40.6% | $6,730-29.4% |
| Admin fee / account holder | $25 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |