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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 | $60,437 | $176,794-65.8% | $146,647-58.8% | $167,553-63.9% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 16.61% | 24.04%-7.4pp | 22.75%-6.1pp | 478.89%-462.3pp |
| Employer contribution / active EE | $3,690 | $5,161-28.5% | $4,137-10.8% | $4,840-23.7% |
| Participant deferral / active EE | $7,615 | $6,440+18.2% | $5,506+38.3% | $6,343+20.1% |
| Admin fee / account holder | $12 | $13,262-99.9% | $10,281-99.9% | $12,316-99.9% |