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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 | $57,839 | $162,136-64.3% | $152,301-62.0% | $154,746-62.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 20.79% | 91.02%-70.2pp | 80.50%-59.7pp | 172.34%-151.5pp |
| Employer contribution / active EE | $4,049 | $4,890-17.2% | $4,624-12.4% | $4,379-7.5% |
| Participant deferral / active EE | $7,059 | $8,341-15.4% | $8,004-11.8% | $6,730+4.9% |
| Admin fee / account holder | $211 | $15,759-98.7% | $14,398-98.5% | $14,365-98.5% |