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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 | $70,593 | $97,125-27.3% | $86,233-18.1% | $137,256-48.6% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.0%+8.8pp | 80.0%-2.2pp |
| Annual return | 19.21% | 74.19%-55.0pp | 61.39%-42.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,885 | $2,841-33.6% | $2,504-24.7% | $4,156-54.6% |
| Participant deferral / active EE | $6,773 | $5,180+30.8% | $4,559+48.6% | $6,407+5.7% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |