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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 | $66,785 | $92,219-27.6% | $76,768-13.0% | $135,379-50.7% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | 25.20% | 5.46%+19.7pp | 2.43%+22.8pp | 519.79%-494.6pp |
| Employer contribution / active EE | $967 | $3,216-69.9% | $2,485-61.1% | $4,779-79.8% |
| Participant deferral / active EE | $5,927 | $4,508+31.5% | $3,852+53.9% | $5,609+5.7% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |