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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 | $144,856 | $181,062-20.0% | $158,223-8.4% | $155,188-6.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.91% | 57.39%-40.5pp | 52.09%-35.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $2,702 | $4,565-40.8% | $4,109-34.2% | $4,248-36.4% |
| Participant deferral / active EE | $3,702 | $6,134-39.6% | $5,467-32.3% | $6,531-43.3% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |