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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 | $68,206 | $162,812-58.1% | $133,971-49.1% | $158,966-57.1% |
| Participation rate | 92.9% | 83.2%+9.6pp | 79.8%+13.0pp | 82.0%+10.9pp |
| Annual return | 15.60% | 41.94%-26.3pp | 45.09%-29.5pp | 302.95%-287.3pp |
| Employer contribution / active EE | $2,006 | $4,976-59.7% | $3,919-48.8% | $4,762-57.9% |
| Participant deferral / active EE | $4,011 | $5,910-32.1% | $5,047-20.5% | $5,983-33.0% |
| Admin fee / account holder | $4 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |