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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 | $84,715 | $183,592-53.9% | $155,574-45.5% | $145,877-41.9% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 9.44% | 61.37%-51.9pp | 64.87%-55.4pp | 551.28%-541.8pp |
| Employer contribution / active EE | $1,544 | $5,317-71.0% | $4,676-67.0% | $4,663-66.9% |
| Participant deferral / active EE | $8,045 | $6,466+24.4% | $5,629+42.9% | $6,691+20.2% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |