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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 | $73,774 | $101,063-27.0% | $81,473-9.4% | $147,586-50.0% |
| Participation rate | 93.3% | 74.5%+18.9pp | 68.0%+25.4pp | 82.8%+10.5pp |
| Annual return | 17.76% | 32.41%-14.6pp | 38.78%-21.0pp | 578.59%-560.8pp |
| Employer contribution / active EE | $1,692 | $3,206-47.2% | $2,568-34.1% | $4,876-65.3% |
| Participant deferral / active EE | $3,262 | $4,242-23.1% | $3,537-7.8% | $5,439-40.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |