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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 | $100,669 | $124,346-19.0% | $111,306-9.6% | $167,553-39.9% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 13.84% | 37.46%-23.6pp | 54.67%-40.8pp | 478.89%-465.1pp |
| Employer contribution / active EE | $2,445 | $3,438-28.9% | $2,732-10.5% | $4,840-49.5% |
| Participant deferral / active EE | $4,631 | $5,182-10.6% | $4,488+3.2% | $6,343-27.0% |
| Admin fee / account holder | $24 | $10,623-99.8% | $7,966-99.7% | $12,316-99.8% |