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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 | $88,785 | $174,379-49.1% | $152,093-41.6% | $138,895-36.1% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 21.05% | 74.86%-53.8pp | 66.36%-45.3pp | 145.39%-124.3pp |
| Employer contribution / active EE | $2,185 | $4,652-53.0% | $4,175-47.7% | $4,194-47.9% |
| Participant deferral / active EE | $16,174 | $6,159+162.6% | $5,451+196.7% | $6,396+152.9% |
| Admin fee / account holder | $20 | $16,880-99.9% | $14,497-99.9% | $12,562-99.8% |