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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 | $106,897 | $165,381-35.4% | $149,730-28.6% | $158,966-32.8% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.2pp |
| Annual return | 18.18% | 348.29%-330.1pp | 276.70%-258.5pp | 302.95%-284.8pp |
| Employer contribution / active EE | $2,297 | $5,104-55.0% | $4,645-50.6% | $4,762-51.8% |
| Participant deferral / active EE | $6,270 | $7,182-12.7% | $6,843-8.4% | $5,983+4.8% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |