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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 | $99,908 | $227,597-56.1% | $189,575-47.3% | $167,536-40.4% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 15.65% | 78.44%-62.8pp | 64.19%-48.5pp | 478.82%-463.2pp |
| Employer contribution / active EE | $1,818 | $5,316-65.8% | $4,412-58.8% | $4,839-62.4% |
| Participant deferral / active EE | $12,262 | $7,002+75.1% | $6,174+98.6% | $6,342+93.3% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |