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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 | $39,835 | $110,337-63.9% | $102,383-61.1% | $145,877-72.7% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 15.00% | 24.83%-9.8pp | 24.94%-9.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $6,411 | $4,216+52.1% | $3,870+65.6% | $4,663+37.5% |
| Participant deferral / active EE | $6,234 | $5,621+10.9% | $5,060+23.2% | $6,691-6.8% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |