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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 | $87,776 | $176,786-50.3% | $146,643-40.1% | $167,536-47.6% |
| Participation rate | 72.7% | 83.6%-10.9pp | 80.1%-7.3pp | 82.1%-9.4pp |
| Annual return | 19.03% | 24.04%-5.0pp | 22.75%-3.7pp | 478.82%-459.8pp |
| Employer contribution / active EE | $1,922 | $5,161-62.8% | $4,137-53.5% | $4,839-60.3% |
| Participant deferral / active EE | $6,201 | $6,440-3.7% | $5,506+12.6% | $6,342-2.2% |
| Admin fee / account holder | $8 | $13,262-99.9% | $10,280-99.9% | $12,315-99.9% |