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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 | $68,832 | $152,592-54.9% | $125,180-45.0% | $152,885-55.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.36% | 54.84%-33.5pp | 43.79%-22.4pp | 345.39%-324.0pp |
| Employer contribution / active EE | $4,335 | $4,947-12.4% | $3,866+12.1% | $4,763-9.0% |
| Participant deferral / active EE | $5,883 | $5,868+0.3% | $4,937+19.2% | $5,851+0.6% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |