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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 | $95,204 | $201,344-52.7% | $184,243-48.3% | $145,877-34.7% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 14.13% | 29.01%-14.9pp | 28.82%-14.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $2,907 | $7,022-58.6% | $6,427-54.8% | $4,663-37.7% |
| Participant deferral / active EE | $5,520 | $9,807-43.7% | $9,132-39.6% | $6,691-17.5% |
| Admin fee / account holder | $182 | $16,382-98.9% | $13,914-98.7% | $13,402-98.6% |