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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 | $37,635 | $165,361-77.2% | $149,715-74.9% | $158,950-76.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 16.42% | 348.24%-331.8pp | 276.66%-260.2pp | 302.91%-286.5pp |
| Employer contribution / active EE | $2,192 | $5,103-57.1% | $4,645-52.8% | $4,762-54.0% |
| Participant deferral / active EE | $4,652 | $7,182-35.2% | $6,842-32.0% | $5,983-22.2% |
| Admin fee / account holder | $299 | $10,808-97.2% | $9,310-96.8% | $11,248-97.3% |