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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 | $185,312-52.1% | $161,489-45.0% | $154,746-42.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 21.05% | 103.84%-82.8pp | 89.72%-68.7pp | 172.34%-151.3pp |
| Employer contribution / active EE | $2,185 | $4,769-54.2% | $4,268-48.8% | $4,379-50.1% |
| Participant deferral / active EE | $16,174 | $6,350+154.7% | $5,630+187.3% | $6,730+140.3% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |