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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 | $174,102 | $211,224-17.6% | $178,505-2.5% | $145,897+19.3% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 12.02% | 30.28%-18.3pp | 27.16%-15.1pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,793 | $4,577-60.8% | $3,955-54.7% | $4,663-61.5% |
| Participant deferral / active EE | $14,179 | $6,966+103.6% | $6,280+125.8% | $6,689+112.0% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |