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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 | $123,552 | $127,790-3.3% | $106,554+16.0% | $167,553-26.3% |
| Participation rate | 78.6% | 78.3%+0.3pp | 76.1%+2.4pp | 82.1%-3.5pp |
| Annual return | 13.82% | 33.88%-20.1pp | 26.80%-13.0pp | 478.89%-465.1pp |
| Employer contribution / active EE | $2,049 | $3,427-40.2% | $2,819-27.3% | $4,840-57.7% |
| Participant deferral / active EE | $6,353 | $5,088+24.9% | $4,398+44.4% | $6,343+0.2% |
| Admin fee / account holder | $9 | $11,231-99.9% | $7,408-99.9% | $12,316-99.9% |