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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 | $69,952 | $154,365-54.7% | $130,231-46.3% | $139,456-49.8% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.3%-1.3pp | 80.3%-5.3pp |
| Annual return | 16.42% | 30.34%-13.9pp | 38.77%-22.4pp | 373.45%-357.0pp |
| Employer contribution / active EE | $3,561 | $5,170-31.1% | $4,126-13.7% | $4,753-25.1% |
| Participant deferral / active EE | $16,658 | $8,498+96.0% | $6,799+145.0% | $6,711+148.2% |
| Admin fee / account holder | $19 | $9,214-99.8% | $6,020-99.7% | $11,407-99.8% |