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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 | $127,870 | $185,312-31.0% | $161,489-20.8% | $154,746-17.4% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 20.34% | 103.84%-83.5pp | 89.72%-69.4pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,348 | $4,769-71.7% | $4,268-68.4% | $4,379-69.2% |
| Participant deferral / active EE | $3,810 | $6,350-40.0% | $5,630-32.3% | $6,730-43.4% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |