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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 | $123,938 | $201,344-38.4% | $184,243-32.7% | $145,877-15.0% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 24.03% | 29.01%-5.0pp | 28.82%-4.8pp | 551.28%-527.3pp |
| Employer contribution / active EE | $3,677 | $7,022-47.6% | $6,427-42.8% | $4,663-21.1% |
| Participant deferral / active EE | $9,071 | $9,807-7.5% | $9,132-0.7% | $6,691+35.6% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |