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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 | $79,500 | $141,004-43.6% | $112,273-29.2% | $139,466-43.0% |
| Participation rate | 88.9% | 79.2%+9.7pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 15.26% | 32.75%-17.5pp | 30.23%-15.0pp | 373.66%-358.4pp |
| Employer contribution / active EE | $2,455 | $4,285-42.7% | $3,431-28.4% | $4,754-48.4% |
| Participant deferral / active EE | $3,487 | $5,878-40.7% | $4,800-27.4% | $6,712-48.1% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,409-100.0% |