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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 | $56,343 | $211,288-73.3% | $178,540-68.4% | $145,884-61.4% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 12.42% | 30.27%-17.9pp | 27.15%-14.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $1,524 | $4,574-66.7% | $3,953-61.4% | $4,662-67.3% |
| Participant deferral / active EE | $8,399 | $6,967+20.6% | $6,281+33.7% | $6,690+25.5% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |