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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 | $102,391 | $111,535-8.2% | $105,223-2.7% | $137,256-25.4% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 19.34% | 237.85%-218.5pp | 180.65%-161.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,706 | $3,939-56.7% | $3,689-53.8% | $4,156-59.0% |
| Participant deferral / active EE | $6,454 | $5,500+17.3% | $5,072+27.3% | $6,407+0.7% |
| Admin fee / account holder | $1 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |