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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 | $225,673-44.9% | $203,872-39.0% | $155,188-19.9% |
| Participation rate | 81.3% | 80.3%+0.9pp | 77.8%+3.4pp | 80.8%+0.4pp |
| Annual return | 19.41% | 95.91%-76.5pp | 85.11%-65.7pp | 148.84%-129.4pp |
| Employer contribution / active EE | $3,636 | $4,099-11.3% | $3,757-3.2% | $4,248-14.4% |
| Participant deferral / active EE | $6,234 | $6,893-9.6% | $6,388-2.4% | $6,531-4.5% |
| Admin fee / account holder | $0 | $12,327-100.0% | $11,730-100.0% | $14,480-100.0% |