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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 | $92,424 | $165,361-44.1% | $149,715-38.3% | $158,950-41.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 17.55% | 348.24%-330.7pp | 276.66%-259.1pp | 302.91%-285.4pp |
| Employer contribution / active EE | $1,570 | $5,103-69.2% | $4,645-66.2% | $4,762-67.0% |
| Participant deferral / active EE | $6,551 | $7,182-8.8% | $6,842-4.3% | $5,983+9.5% |
| Admin fee / account holder | $20 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |