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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 | $181,062-51.0% | $158,223-43.9% | $155,188-42.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 21.05% | 57.39%-36.3pp | 52.09%-31.0pp | 148.84%-127.8pp |
| Employer contribution / active EE | $2,185 | $4,565-52.1% | $4,109-46.8% | $4,248-48.6% |
| Participant deferral / active EE | $16,174 | $6,134+163.7% | $5,467+195.9% | $6,531+147.6% |
| Admin fee / account holder | $20 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |