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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 | $92,805 | $162,812-43.0% | $133,971-30.7% | $158,966-41.6% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 10.74% | 41.94%-31.2pp | 45.09%-34.4pp | 302.95%-292.2pp |
| Employer contribution / active EE | $3,588 | $4,976-27.9% | $3,919-8.4% | $4,762-24.7% |
| Participant deferral / active EE | $5,225 | $5,910-11.6% | $5,047+3.5% | $5,983-12.7% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |