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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 | $133,580 | $110,379+21.0% | $102,412+30.4% | $145,884-8.4% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 11.81% | 24.84%-13.0pp | 24.94%-13.1pp | 551.85%-540.0pp |
| Employer contribution / active EE | $2,059 | $4,216-51.2% | $3,870-46.8% | $4,662-55.8% |
| Participant deferral / active EE | $4,363 | $5,622-22.4% | $5,060-13.8% | $6,690-34.8% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |