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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 | $124,383 | $208,088-40.2% | $186,193-33.2% | $154,746-19.6% |
| Participation rate | 81.3% | 80.0%+1.3pp | 77.1%+4.1pp | 80.7%+0.5pp |
| Annual return | 19.41% | 89.97%-70.6pp | 78.03%-58.6pp | 172.34%-152.9pp |
| Employer contribution / active EE | $3,636 | $4,340-16.2% | $3,918-7.2% | $4,379-17.0% |
| Participant deferral / active EE | $6,234 | $7,078-11.9% | $6,513-4.3% | $6,730-7.4% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |