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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 | $168,342 | $108,882+54.6% | $96,754+74.0% | $154,746+8.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 15.80% | 98.39%-82.6pp | 82.04%-66.2pp | 172.34%-156.5pp |
| Employer contribution / active EE | $2,029 | $3,018-32.8% | $2,679-24.3% | $4,379-53.7% |
| Participant deferral / active EE | $4,851 | $5,323-8.9% | $4,758+1.9% | $6,730-27.9% |
| Admin fee / account holder | $89 | $10,200-99.1% | $8,905-99.0% | $14,365-99.4% |