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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 | $52,595 | $148,629-64.6% | $135,982-61.3% | $139,487-62.3% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 17.04% | 79.33%-62.3pp | 68.32%-51.3pp | 373.84%-356.8pp |
| Employer contribution / active EE | $2,116 | $5,247-59.7% | $4,859-56.5% | $4,755-55.5% |
| Participant deferral / active EE | $4,340 | $8,102-46.4% | $7,760-44.1% | $6,713-35.3% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |