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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 | $88,631 | $154,228-42.5% | $145,433-39.1% | $137,256-35.4% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 18.87% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,486 | $4,804-48.2% | $4,554-45.4% | $4,156-40.2% |
| Participant deferral / active EE | $6,338 | $8,216-22.9% | $7,897-19.7% | $6,407-1.1% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |