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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 | $17,784 | $101,063-82.4% | $81,473-78.2% | $147,585-87.9% |
| Participation rate | 72.7% | 74.5%-1.7pp | 68.0%+4.8pp | 82.8%-10.1pp |
| Annual return | 35.50% | 32.41%+3.1pp | 38.78%-3.3pp | 578.58%-543.1pp |
| Employer contribution / active EE | $2,262 | $3,206-29.4% | $2,568-11.9% | $4,876-53.6% |
| Participant deferral / active EE | $5,490 | $4,242+29.4% | $3,537+55.2% | $5,439+0.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |