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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 | $85,099 | $227,399-62.6% | $189,758-55.2% | $198,609-57.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 21.74% | 61.03%-39.3pp | 52.62%-30.9pp | 202.70%-181.0pp |
| Employer contribution / active EE | $1,574 | $5,526-71.5% | $4,767-67.0% | $5,055-68.9% |
| Participant deferral / active EE | $7,702 | $6,837+12.7% | $5,856+31.5% | $6,977+10.4% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |