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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 | $90,151 | $124,314-27.5% | $109,163-17.4% | $167,518-46.2% |
| Participation rate | 77.8% | 79.4%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 39.71% | 26.04%+13.7pp | 25.75%+14.0pp | 478.71%-439.0pp |
| Employer contribution / active EE | $2,793 | $4,209-33.6% | $3,723-25.0% | $4,838-42.3% |
| Participant deferral / active EE | $6,310 | $5,256+20.1% | $4,654+35.6% | $6,342-0.5% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |