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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 | $51,258 | $165,361-69.0% | $149,715-65.8% | $158,950-67.8% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 18.78% | 348.24%-329.5pp | 276.66%-257.9pp | 302.91%-284.1pp |
| Employer contribution / active EE | $3,939 | $5,103-22.8% | $4,645-15.2% | $4,762-17.3% |
| Participant deferral / active EE | $5,989 | $7,182-16.6% | $6,842-12.5% | $5,983+0.1% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |