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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 | $81,682 | $129,737-37.0% | $119,126-31.4% | $154,746-47.2% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 18.95% | 379.08%-360.1pp | 282.11%-263.2pp | 172.34%-153.4pp |
| Employer contribution / active EE | $3,641 | $4,375-16.8% | $4,034-9.7% | $4,379-16.8% |
| Participant deferral / active EE | $9,901 | $5,842+69.5% | $5,318+86.2% | $6,730+47.1% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |