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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 | $74,326 | $110,379-32.7% | $102,412-27.4% | $145,884-49.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 20.65% | 24.84%-4.2pp | 24.94%-4.3pp | 551.85%-531.2pp |
| Employer contribution / active EE | $2,670 | $4,216-36.7% | $3,870-31.0% | $4,662-42.7% |
| Participant deferral / active EE | $5,224 | $5,622-7.1% | $5,060+3.2% | $6,690-21.9% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |