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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 | $88,317 | $101,618-13.1% | $93,063-5.1% | $137,256-35.7% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 10.75% | 223.95%-213.2pp | 34.15%-23.4pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,984 | $2,707-26.7% | $2,476-19.9% | $4,156-52.3% |
| Participant deferral / active EE | $2,490 | $4,279-41.8% | $3,958-37.1% | $6,407-61.1% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |