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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 | $102,428 | $103,038-0.6% | $90,324+13.4% | $152,909-33.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 27.13% | 95.25%-68.1pp | 78.15%-51.0pp | 345.46%-318.3pp |
| Employer contribution / active EE | $2,343 | $3,141-25.4% | $2,856-18.0% | $4,764-50.8% |
| Participant deferral / active EE | $3,258 | $4,282-23.9% | $3,885-16.1% | $5,851-44.3% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |