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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 | $88,661 | $118,708-25.3% | $98,920-10.4% | $158,982-44.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 11.81% | 372.49%-360.7pp | 196.47%-184.7pp | 302.99%-291.2pp |
| Employer contribution / active EE | $3,263 | $3,334-2.1% | $2,689+21.3% | $4,763-31.5% |
| Participant deferral / active EE | $8,625 | $5,089+69.5% | $4,245+103.2% | $5,983+44.1% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |