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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 | $32,500 | $165,381-80.3% | $149,730-78.3% | $158,966-79.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 15.72% | 348.29%-332.6pp | 276.70%-261.0pp | 302.95%-287.2pp |
| Employer contribution / active EE | $2,738 | $5,104-46.4% | $4,645-41.1% | $4,762-42.5% |
| Participant deferral / active EE | $5,628 | $7,182-21.6% | $6,843-17.8% | $5,983-5.9% |
| Admin fee / account holder | $234 | $10,809-97.8% | $9,310-97.5% | $11,250-97.9% |