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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 | $45,169 | $227,399-80.1% | $189,758-76.2% | $198,609-77.3% |
| Participation rate | 70.0% | 84.0%-14.0pp | 79.8%-9.8pp | 82.4%-12.4pp |
| Annual return | 11.18% | 61.03%-49.9pp | 52.62%-41.4pp | 202.70%-191.5pp |
| Employer contribution / active EE | $2,111 | $5,526-61.8% | $4,767-55.7% | $5,055-58.2% |
| Participant deferral / active EE | $6,201 | $6,837-9.3% | $5,856+5.9% | $6,977-11.1% |
| Admin fee / account holder | $223 | $25,162-99.1% | $20,388-98.9% | $19,030-98.8% |