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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 | $45,920 | $148,629-69.1% | $135,982-66.2% | $139,487-67.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 20.49% | 79.33%-58.8pp | 68.32%-47.8pp | 373.84%-353.3pp |
| Employer contribution / active EE | $3,522 | $5,247-32.9% | $4,859-27.5% | $4,755-25.9% |
| Participant deferral / active EE | $7,912 | $8,102-2.4% | $7,760+2.0% | $6,713+17.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |