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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 | $99,214 | $142,430-30.3% | $115,170-13.9% | $152,897-35.1% |
| Participation rate | 85.0% | 82.4%+2.6pp | 75.9%+9.1pp | 82.5%+2.5pp |
| Annual return | 22.17% | 41.48%-19.3pp | 35.60%-13.4pp | 345.43%-323.3pp |
| Employer contribution / active EE | $1,696 | $4,011-57.7% | $3,179-46.7% | $4,764-64.4% |
| Participant deferral / active EE | $2,411 | $5,165-53.3% | $4,169-42.2% | $5,851-58.8% |
| Admin fee / account holder | $203 | $8,464-97.6% | $7,089-97.1% | $11,599-98.3% |