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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 | $74,463 | $110,379-32.5% | $102,412-27.3% | $145,884-49.0% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 15.19% | 24.84%-9.7pp | 24.94%-9.8pp | 551.85%-536.7pp |
| Employer contribution / active EE | $3,820 | $4,216-9.4% | $3,870-1.3% | $4,662-18.1% |
| Participant deferral / active EE | $7,324 | $5,622+30.3% | $5,060+44.7% | $6,690+9.5% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |