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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 | $69,089 | $90,486-23.6% | $78,676-12.2% | $273,972-74.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 4.75% | 75.62%-70.9pp | 62.19%-57.4pp | 41.46%-36.7pp |
| Employer contribution / active EE | $5,639 | $3,175+77.6% | $2,850+97.8% | $4,869+15.8% |
| Participant deferral / active EE | $5,639 | $3,901+44.5% | $3,517+60.3% | $5,287+6.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |