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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 | $77,576 | $103,392-25.0% | $87,104-10.9% | $152,897-49.3% |
| Participation rate | 84.6% | 79.4%+5.3pp | 76.9%+7.7pp | 82.5%+2.2pp |
| Annual return | 17.76% | 28.10%-10.3pp | 28.19%-10.4pp | 345.43%-327.7pp |
| Employer contribution / active EE | $866 | $3,221-73.1% | $2,521-65.6% | $4,764-81.8% |
| Participant deferral / active EE | $2,257 | $4,778-52.8% | $4,048-44.2% | $5,851-61.4% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |