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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 | $80,110 | $103,393-22.5% | $87,103-8.0% | $152,909-47.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.9%+3.1pp | 82.5%-2.5pp |
| Annual return | 19.57% | 28.10%-8.5pp | 28.19%-8.6pp | 345.46%-325.9pp |
| Employer contribution / active EE | $6,640 | $3,221+106.1% | $2,521+163.3% | $4,764+39.4% |
| Participant deferral / active EE | $4,820 | $4,778+0.9% | $4,049+19.1% | $5,851-17.6% |
| Admin fee / account holder | $2 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |