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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 | $75,871 | $106,267-28.6% | $96,520-21.4% | $139,456-45.6% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 14.03% | 38.45%-24.4pp | 35.72%-21.7pp | 373.45%-359.4pp |
| Employer contribution / active EE | $2,627 | $4,105-36.0% | $3,739-29.7% | $4,753-44.7% |
| Participant deferral / active EE | $7,887 | $5,454+44.6% | $4,879+61.7% | $6,711+17.5% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |