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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 | $80,514 | $148,629-45.8% | $135,982-40.8% | $139,487-42.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 15.27% | 79.33%-64.1pp | 68.32%-53.1pp | 373.84%-358.6pp |
| Employer contribution / active EE | $3,585 | $5,247-31.7% | $4,859-26.2% | $4,755-24.6% |
| Participant deferral / active EE | $7,172 | $8,102-11.5% | $7,760-7.6% | $6,713+6.8% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |