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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 | $92,426 | $107,421-14.0% | $182,262-49.3% | $94,015-1.7% |
| Participation rate | 77.8% | 77.8%0pp | 84.2%-6.4pp | 70.8%+7.0pp |
| Annual return | 14.16% | 21.32%-7.2pp | 140.60%-126.4pp | 17.84%-3.7pp |
| Employer contribution / active EE | $3,591 | $3,448+4.2% | $5,046-28.8% | $2,790+28.7% |
| Participant deferral / active EE | $8,656 | $6,558+32.0% | $8,276+4.6% | $4,249+103.7% |
| Admin fee / account holder | $25 | $8,692-99.7% | $16,712-99.8% | $8,951-99.7% |