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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 | $86,848 | $127,387-31.8% | $115,038-24.5% | $125,389-30.7% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 0.42% | 31.28%-30.9pp | 26.14%-25.7pp | 282.24%-281.8pp |
| Employer contribution / active EE | $11,307 | $5,166+118.9% | $4,608+145.4% | $4,866+132.4% |
| Participant deferral / active EE | $6,903 | $6,423+7.5% | $6,026+14.5% | $5,352+29.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |