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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 | $75,231 | $154,228-51.2% | $145,433-48.3% | $137,256-45.2% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 16.59% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,262 | $4,804-73.7% | $4,554-72.3% | $4,156-69.6% |
| Participant deferral / active EE | $4,201 | $8,216-48.9% | $7,897-46.8% | $6,407-34.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |