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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 | $75,202 | $103,387-27.3% | $87,102-13.7% | $152,885-50.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 26.15% | 28.10%-1.9pp | 28.19%-2.0pp | 345.39%-319.2pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,126 | $4,778-34.6% | $4,048-22.8% | $5,851-46.6% |
| Admin fee / account holder | $0 | $12,193-100.0% | $7,491-100.0% | $11,598-100.0% |