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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 | $68,246 | $155,555-56.1% | $146,866-53.5% | $155,188-56.0% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.5%-9.8pp | 80.8%-8.1pp |
| Annual return | 19.05% | 115.41%-96.4pp | 102.85%-83.8pp | 148.84%-129.8pp |
| Employer contribution / active EE | $2,462 | $4,647-47.0% | $4,425-44.3% | $4,248-42.0% |
| Participant deferral / active EE | $10,862 | $8,044+35.0% | $7,759+40.0% | $6,531+66.3% |
| Admin fee / account holder | $18 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |