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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 | $90,012 | $185,312-51.4% | $161,489-44.3% | $154,746-41.8% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 19.74% | 103.84%-84.1pp | 89.72%-70.0pp | 172.34%-152.6pp |
| Employer contribution / active EE | $2,639 | $4,769-44.7% | $4,268-38.2% | $4,379-39.7% |
| Participant deferral / active EE | $4,700 | $6,350-26.0% | $5,630-16.5% | $6,730-30.2% |
| Admin fee / account holder | $3 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |