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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 | $97,087 | $165,361-41.3% | $149,715-35.2% | $158,950-38.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 17.54% | 348.24%-330.7pp | 276.66%-259.1pp | 302.91%-285.4pp |
| Employer contribution / active EE | $1,516 | $5,103-70.3% | $4,645-67.4% | $4,762-68.2% |
| Participant deferral / active EE | $5,833 | $7,182-18.8% | $6,842-14.8% | $5,983-2.5% |
| Admin fee / account holder | $2 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |