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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 | $159,709 | $211,224-24.4% | $178,505-10.5% | $145,897+9.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.03% | 30.28%-22.2pp | 27.16%-19.1pp | 552.29%-544.3pp |
| Employer contribution / active EE | $2,846 | $4,577-37.8% | $3,955-28.0% | $4,663-39.0% |
| Participant deferral / active EE | $4,733 | $6,966-32.1% | $6,280-24.6% | $6,689-29.2% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |