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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 | $99,238 | $98,240+1.0% | $82,312+20.6% | $147,586-32.8% |
| Participation rate | 77.8% | 79.7%-1.9pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 15.62% | 30.85%-15.2pp | 25.88%-10.3pp | 578.59%-563.0pp |
| Employer contribution / active EE | $1,138 | $3,192-64.4% | $2,428-53.1% | $4,876-76.7% |
| Participant deferral / active EE | $2,461 | $4,383-43.9% | $3,706-33.6% | $5,439-54.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |