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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 | $103,821 | $201,344-48.4% | $184,243-43.7% | $145,877-28.8% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 14.88% | 29.01%-14.1pp | 28.82%-13.9pp | 551.28%-536.4pp |
| Employer contribution / active EE | $4,367 | $7,022-37.8% | $6,427-32.1% | $4,663-6.4% |
| Participant deferral / active EE | $7,659 | $9,807-21.9% | $9,132-16.1% | $6,691+14.5% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |