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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 | $64,064 | $110,410-42.0% | $102,437-37.5% | $145,897-56.1% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 14.72% | 24.85%-10.1pp | 24.95%-10.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $2,062 | $4,217-51.1% | $3,871-46.7% | $4,663-55.8% |
| Participant deferral / active EE | $6,197 | $5,622+10.2% | $5,060+22.5% | $6,689-7.4% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |