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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 | $75,800 | $106,280-28.7% | $96,538-21.5% | $139,487-45.7% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 16.44% | 38.48%-22.0pp | 35.74%-19.3pp | 373.84%-357.4pp |
| Employer contribution / active EE | $4,547 | $4,107+10.7% | $3,740+21.6% | $4,755-4.4% |
| Participant deferral / active EE | $7,630 | $5,457+39.8% | $4,880+56.3% | $6,713+13.7% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |