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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 | $85,338 | $183,516-53.5% | $155,534-45.1% | $145,884-41.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 22.56% | 61.43%-38.9pp | 64.92%-42.4pp | 551.85%-529.3pp |
| Employer contribution / active EE | $2,761 | $5,315-48.1% | $4,675-40.9% | $4,662-40.8% |
| Participant deferral / active EE | $10,597 | $6,467+63.9% | $5,630+88.2% | $6,690+58.4% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |