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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 | $74,898 | $112,729-33.6% | $98,716-24.1% | $137,256-45.4% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 19.22% | 38.48%-19.3pp | 31.81%-12.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $3,603 | $2,725+32.2% | $2,279+58.1% | $4,156-13.3% |
| Participant deferral / active EE | $12,201 | $4,640+162.9% | $4,048+201.4% | $6,407+90.4% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |