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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 | $38,774 | $162,136-76.1% | $152,301-74.5% | $154,746-74.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 22.61% | 91.02%-68.4pp | 80.50%-57.9pp | 172.34%-149.7pp |
| Employer contribution / active EE | $2,795 | $4,890-42.8% | $4,624-39.6% | $4,379-36.2% |
| Participant deferral / active EE | $4,600 | $8,341-44.8% | $8,004-42.5% | $6,730-31.7% |
| Admin fee / account holder | $98 | $15,759-99.4% | $14,398-99.3% | $14,365-99.3% |