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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 | $69,856 | $185,312-62.3% | $161,489-56.7% | $154,746-54.9% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 21.94% | 103.84%-81.9pp | 89.72%-67.8pp | 172.34%-150.4pp |
| Employer contribution / active EE | $4,391 | $4,769-7.9% | $4,268+2.9% | $4,379+0.3% |
| Participant deferral / active EE | $14,256 | $6,350+124.5% | $5,630+153.2% | $6,730+111.8% |
| Admin fee / account holder | $176 | $18,654-99.1% | $16,006-98.9% | $14,365-98.8% |