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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 | $35,278 | $165,399-78.7% | $149,745-76.4% | $158,982-77.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 22.75% | 348.34%-325.6pp | 276.72%-254.0pp | 302.99%-280.2pp |
| Employer contribution / active EE | $1,514 | $5,105-70.3% | $4,646-67.4% | $4,763-68.2% |
| Participant deferral / active EE | $6,891 | $7,183-4.1% | $6,843+0.7% | $5,983+15.2% |
| Admin fee / account holder | $201 | $10,811-98.1% | $9,312-97.8% | $11,252-98.2% |