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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 | $113,506 | $168,635-32.7% | $147,617-23.1% | $125,389-9.5% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | 2.25% | 77.65%-75.4pp | 61.98%-59.7pp | 282.24%-280.0pp |
| Employer contribution / active EE | $2,592 | $6,252-58.5% | $5,564-53.4% | $4,866-46.7% |
| Participant deferral / active EE | $5,644 | $5,507+2.5% | $4,895+15.3% | $5,352+5.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |