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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 | $145,032 | $185,856-22.0% | $170,028-14.7% | $139,456+4.0% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 22.85% | 60.52%-37.7pp | 53.39%-30.5pp | 373.45%-350.6pp |
| Employer contribution / active EE | $2,856 | $7,593-62.4% | $6,788-57.9% | $4,753-39.9% |
| Participant deferral / active EE | $6,753 | $11,623-41.9% | $10,409-35.1% | $6,711+0.6% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |