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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 | $185,312-75.6% | $161,489-72.0% | $154,746-70.8% |
| Participation rate | 70.0% | 82.5%-12.5pp | 78.7%-8.7pp | 80.7%-10.7pp |
| Annual return | 11.18% | 103.84%-92.7pp | 89.72%-78.5pp | 172.34%-161.2pp |
| Employer contribution / active EE | $2,111 | $4,769-55.7% | $4,268-50.5% | $4,379-51.8% |
| Participant deferral / active EE | $6,201 | $6,350-2.3% | $5,630+10.1% | $6,730-7.9% |
| Admin fee / account holder | $223 | $18,654-98.8% | $16,006-98.6% | $14,365-98.5% |