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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 | $227,399-61.0% | $189,758-53.2% | $198,609-55.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 21.05% | 61.03%-40.0pp | 52.62%-31.6pp | 202.70%-181.6pp |
| Employer contribution / active EE | $2,185 | $5,526-60.5% | $4,767-54.2% | $5,055-56.8% |
| Participant deferral / active EE | $16,174 | $6,837+136.6% | $5,856+176.2% | $6,977+131.8% |
| Admin fee / account holder | $20 | $25,162-99.9% | $20,388-99.9% | $19,030-99.9% |