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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 | $55,615 | $172,111-67.7% | $150,298-63.0% | $137,256-59.5% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 15.94% | 69.37%-53.4pp | 62.79%-46.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $959 | $4,636-79.3% | $4,154-76.9% | $4,156-76.9% |
| Participant deferral / active EE | $7,996 | $6,166+29.7% | $5,453+46.6% | $6,407+24.8% |
| Admin fee / account holder | $133 | $16,471-99.2% | $14,116-99.1% | $12,270-98.9% |