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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 | $96,441 | $113,941-15.4% | $94,229+2.3% | $125,389-23.1% |
| Participation rate | 75.0% | 82.9%-7.9pp | 78.8%-3.8pp | 83.2%-8.2pp |
| Annual return | 3.42% | 5.29%-1.9pp | 10.68%-7.3pp | 282.24%-278.8pp |
| Employer contribution / active EE | $7,134 | $4,727+50.9% | $3,587+98.9% | $4,866+46.6% |
| Participant deferral / active EE | $5,153 | $5,179-0.5% | $4,320+19.3% | $5,352-3.7% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |