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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 | $104,206 | $176,786-41.1% | $146,643-28.9% | $167,536-37.8% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 17.12% | 24.04%-6.9pp | 22.75%-5.6pp | 478.82%-461.7pp |
| Employer contribution / active EE | $2,602 | $5,161-49.6% | $4,137-37.1% | $4,839-46.2% |
| Participant deferral / active EE | $4,479 | $6,440-30.5% | $5,506-18.7% | $6,342-29.4% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |