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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 | $75,046 | $142,430-47.3% | $115,170-34.8% | $152,897-50.9% |
| Participation rate | 70.0% | 82.4%-12.4pp | 75.9%-5.9pp | 82.5%-12.5pp |
| Annual return | 27.04% | 41.48%-14.4pp | 35.60%-8.6pp | 345.43%-318.4pp |
| Employer contribution / active EE | $1,238 | $4,011-69.1% | $3,179-61.0% | $4,764-74.0% |
| Participant deferral / active EE | $3,104 | $5,165-39.9% | $4,169-25.5% | $5,851-47.0% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,599-100.0% |