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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 | $83,753 | $165,381-49.4% | $149,730-44.1% | $158,966-47.3% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 25.82% | 348.29%-322.5pp | 276.70%-250.9pp | 302.95%-277.1pp |
| Employer contribution / active EE | $2,536 | $5,104-50.3% | $4,645-45.4% | $4,762-46.8% |
| Participant deferral / active EE | $7,755 | $7,182+8.0% | $6,843+13.3% | $5,983+29.6% |
| Admin fee / account holder | $62 | $10,809-99.4% | $9,310-99.3% | $11,250-99.5% |