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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 | $116,776 | $162,821-28.3% | $133,978-12.8% | $158,982-26.5% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 15.79% | 41.95%-26.2pp | 45.10%-29.3pp | 302.99%-287.2pp |
| Employer contribution / active EE | $1,709 | $4,976-65.7% | $3,919-56.4% | $4,763-64.1% |
| Participant deferral / active EE | $7,233 | $5,910+22.4% | $5,047+43.3% | $5,983+20.9% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |