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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 | $59,081 | $124,330-52.5% | $109,173-45.9% | $167,536-64.7% |
| Participation rate | 75.0% | 79.5%-4.5pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 21.65% | 26.04%-4.4pp | 25.75%-4.1pp | 478.82%-457.2pp |
| Employer contribution / active EE | $2,664 | $4,209-36.7% | $3,723-28.4% | $4,839-45.0% |
| Participant deferral / active EE | $6,453 | $5,256+22.8% | $4,654+38.7% | $6,342+1.8% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |