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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 | $135,724 | $176,794-23.2% | $146,647-7.4% | $167,553-19.0% |
| Participation rate | 81.8% | 83.6%-1.8pp | 80.1%+1.7pp | 82.1%-0.3pp |
| Annual return | 9.07% | 24.04%-15.0pp | 22.75%-13.7pp | 478.89%-469.8pp |
| Employer contribution / active EE | $2,075 | $5,161-59.8% | $4,137-49.8% | $4,840-57.1% |
| Participant deferral / active EE | $3,037 | $6,440-52.8% | $5,506-44.8% | $6,343-52.1% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |