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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 | $52,908 | $165,361-68.0% | $149,715-64.7% | $158,950-66.7% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 13.51% | 348.24%-334.7pp | 276.66%-263.2pp | 302.91%-289.4pp |
| Employer contribution / active EE | $2,482 | $5,103-51.4% | $4,645-46.6% | $4,762-47.9% |
| Participant deferral / active EE | $8,575 | $7,182+19.4% | $6,842+25.3% | $5,983+43.3% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |