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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 | $120,799 | $176,838-31.7% | $146,685-17.6% | $167,518-27.9% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 14.86% | 24.04%-9.2pp | 22.75%-7.9pp | 478.71%-463.9pp |
| Employer contribution / active EE | $2,941 | $5,161-43.0% | $4,137-28.9% | $4,838-39.2% |
| Participant deferral / active EE | $6,098 | $6,441-5.3% | $5,507+10.7% | $6,342-3.8% |
| Admin fee / account holder | $102 | $13,262-99.2% | $10,281-99.0% | $12,312-99.2% |