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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 | $84,404 | $115,903-27.2% | $100,528-16.0% | $158,966-46.9% |
| Participation rate | 81.8% | 81.6%+0.2pp | 79.4%+2.4pp | 82.0%-0.1pp |
| Annual return | 18.15% | 34.80%-16.7pp | 30.90%-12.7pp | 302.95%-284.8pp |
| Employer contribution / active EE | $3,211 | $4,105-21.8% | $3,419-6.1% | $4,762-32.6% |
| Participant deferral / active EE | $8,777 | $6,677+31.5% | $6,271+39.9% | $5,983+46.7% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |