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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 | $90,925 | $155,555-41.5% | $146,866-38.1% | $155,188-41.4% |
| Participation rate | 81.8% | 84.0%-2.1pp | 82.5%-0.7pp | 80.8%+1.0pp |
| Annual return | 16.96% | 115.41%-98.5pp | 102.85%-85.9pp | 148.84%-131.9pp |
| Employer contribution / active EE | $2,143 | $4,647-53.9% | $4,425-51.6% | $4,248-49.6% |
| Participant deferral / active EE | $7,581 | $8,044-5.8% | $7,759-2.3% | $6,531+16.1% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |