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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 | $112,982 | $176,402-36.0% | $134,162-15.8% | $158,966-28.9% |
| Participation rate | 71.4% | 78.7%-7.3pp | 72.2%-0.8pp | 82.0%-10.5pp |
| Annual return | 5.72% | 63.66%-57.9pp | 36.35%-30.6pp | 302.95%-297.2pp |
| Employer contribution / active EE | $2,669 | $5,042-47.1% | $3,705-28.0% | $4,762-44.0% |
| Participant deferral / active EE | $6,802 | $4,093+66.2% | $3,500+94.4% | $5,983+13.7% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |