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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 | $35,959 | $185,312-80.6% | $161,489-77.7% | $154,746-76.8% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 19.98% | 103.84%-83.9pp | 89.72%-69.7pp | 172.34%-152.4pp |
| Employer contribution / active EE | $2,010 | $4,769-57.8% | $4,268-52.9% | $4,379-54.1% |
| Participant deferral / active EE | $6,609 | $6,350+4.1% | $5,630+17.4% | $6,730-1.8% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |