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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 | $149,289 | $110,240+35.4% | $96,544+54.6% | $139,487+7.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 14.65% | 26.41%-11.8pp | 25.88%-11.2pp | 373.84%-359.2pp |
| Employer contribution / active EE | $1,193 | $3,622-67.1% | $2,966-59.8% | $4,755-74.9% |
| Participant deferral / active EE | $3,382 | $5,549-39.1% | $4,851-30.3% | $6,713-49.6% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |