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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 | $142,030 | $176,786-19.7% | $146,643-3.1% | $167,536-15.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.56% | 24.04%-10.5pp | 22.75%-9.2pp | 478.82%-465.3pp |
| Employer contribution / active EE | $2,874 | $5,161-44.3% | $4,137-30.5% | $4,839-40.6% |
| Participant deferral / active EE | $5,255 | $6,440-18.4% | $5,506-4.6% | $6,342-17.1% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |