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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 | $69,606 | $176,786-60.6% | $146,643-52.5% | $167,536-58.5% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 16.23% | 24.04%-7.8pp | 22.75%-6.5pp | 478.82%-462.6pp |
| Employer contribution / active EE | $3,806 | $5,161-26.2% | $4,137-8.0% | $4,839-21.3% |
| Participant deferral / active EE | $6,889 | $6,440+7.0% | $5,506+25.1% | $6,342+8.6% |
| Admin fee / account holder | $5 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |