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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 | $116,769 | $174,379-33.0% | $152,093-23.2% | $138,895-15.9% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 18.17% | 74.86%-56.7pp | 66.36%-48.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $925 | $4,652-80.1% | $4,175-77.8% | $4,194-77.9% |
| Participant deferral / active EE | $1,698 | $6,159-72.4% | $5,451-68.8% | $6,396-73.4% |
| Admin fee / account holder | $33 | $16,880-99.8% | $14,497-99.8% | $12,562-99.7% |