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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 | $87,763 | $106,247-17.4% | $96,515-9.1% | $139,466-37.1% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 20.34% | 38.47%-18.1pp | 35.73%-15.4pp | 373.66%-353.3pp |
| Employer contribution / active EE | $3,319 | $4,106-19.2% | $3,740-11.3% | $4,754-30.2% |
| Participant deferral / active EE | $9,897 | $5,456+81.4% | $4,880+102.8% | $6,712+47.5% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |