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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 | $83,487 | $110,278-24.3% | $95,740-12.8% | $139,466-40.1% |
| Participation rate | 75.0% | 75.7%-0.7pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 18.31% | 27.19%-8.9pp | 28.41%-10.1pp | 373.66%-355.4pp |
| Employer contribution / active EE | $8,917 | $3,260+173.5% | $2,836+214.4% | $4,754+87.6% |
| Participant deferral / active EE | $5,625 | $4,674+20.3% | $4,244+32.5% | $6,712-16.2% |
| Admin fee / account holder | $141 | $6,613-97.9% | $5,676-97.5% | $11,409-98.8% |