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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 | $139,822 | $201,344-30.6% | $184,243-24.1% | $145,877-4.2% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 19.43% | 29.01%-9.6pp | 28.82%-9.4pp | 551.28%-531.9pp |
| Employer contribution / active EE | $5,717 | $7,022-18.6% | $6,427-11.1% | $4,663+22.6% |
| Participant deferral / active EE | $6,582 | $9,807-32.9% | $9,132-27.9% | $6,691-1.6% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |