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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 | $72,231 | $152,619-52.7% | $125,195-42.3% | $152,909-52.8% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.5%+7.5pp |
| Annual return | 26.96% | 54.85%-27.9pp | 43.79%-16.8pp | 345.46%-318.5pp |
| Employer contribution / active EE | $1,676 | $4,947-66.1% | $3,866-56.7% | $4,764-64.8% |
| Participant deferral / active EE | $5,948 | $5,869+1.4% | $4,937+20.5% | $5,851+1.7% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |