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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 | $118,963 | $98,240+21.1% | $82,312+44.5% | $147,586-19.4% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.5pp | 82.8%-11.4pp |
| Annual return | 15.36% | 30.85%-15.5pp | 25.88%-10.5pp | 578.59%-563.2pp |
| Employer contribution / active EE | $1,731 | $3,192-45.8% | $2,428-28.7% | $4,876-64.5% |
| Participant deferral / active EE | $3,901 | $4,383-11.0% | $3,706+5.3% | $5,439-28.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |