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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 | $87,173 | $106,247-18.0% | $96,515-9.7% | $139,466-37.5% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 22.46% | 38.47%-16.0pp | 35.73%-13.3pp | 373.66%-351.2pp |
| Employer contribution / active EE | $3,926 | $4,106-4.4% | $3,740+5.0% | $4,754-17.4% |
| Participant deferral / active EE | $7,724 | $5,456+41.6% | $4,880+58.3% | $6,712+15.1% |
| Admin fee / account holder | $20 | $7,885-99.7% | $6,735-99.7% | $11,409-99.8% |