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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 | $90,950 | $106,247-14.4% | $96,515-5.8% | $139,466-34.8% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.6pp |
| Annual return | 18.93% | 38.47%-19.5pp | 35.73%-16.8pp | 373.66%-354.7pp |
| Employer contribution / active EE | $6,712 | $4,106+63.5% | $3,740+79.5% | $4,754+41.2% |
| Participant deferral / active EE | $6,681 | $5,456+22.5% | $4,880+36.9% | $6,712-0.5% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |