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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 | $80,061 | $176,794-54.7% | $146,647-45.4% | $167,553-52.2% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 10.33% | 24.04%-13.7pp | 22.75%-12.4pp | 478.89%-468.6pp |
| Employer contribution / active EE | $1,981 | $5,161-61.6% | $4,137-52.1% | $4,840-59.1% |
| Participant deferral / active EE | $4,607 | $6,440-28.5% | $5,506-16.3% | $6,343-27.4% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |