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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 | $70,896 | $105,960-33.1% | $81,726-13.3% | $158,982-55.4% |
| Participation rate | 71.4% | 75.6%-4.2pp | 72.0%-0.6pp | 82.0%-10.5pp |
| Annual return | 32.98% | 38.19%-5.2pp | 29.49%+3.5pp | 302.99%-270.0pp |
| Employer contribution / active EE | $4,308 | $7,805-44.8% | $4,311-0.1% | $4,763-9.6% |
| Participant deferral / active EE | $8,689 | $13,011-33.2% | $7,108+22.2% | $5,983+45.2% |
| Admin fee / account holder | $0 | $8,494-100.0% | $5,160-100.0% | $11,252-100.0% |