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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 | $79,182 | $211,239-62.5% | $178,528-55.6% | $145,877-45.7% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 19.38% | 30.22%-10.8pp | 27.11%-7.7pp | 551.28%-531.9pp |
| Employer contribution / active EE | $4,302 | $4,570-5.9% | $3,950+8.9% | $4,663-7.7% |
| Participant deferral / active EE | $1,404 | $6,963-79.8% | $6,278-77.6% | $6,691-79.0% |
| Admin fee / account holder | $11 | $12,095-99.9% | $10,419-99.9% | $13,402-99.9% |