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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 | $87,904 | $106,280-17.3% | $96,538-8.9% | $139,487-37.0% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 13.37% | 38.48%-25.1pp | 35.74%-22.4pp | 373.84%-360.5pp |
| Employer contribution / active EE | $7,586 | $4,107+84.7% | $3,740+102.8% | $4,755+59.6% |
| Participant deferral / active EE | $5,362 | $5,457-1.7% | $4,880+9.9% | $6,713-20.1% |
| Admin fee / account holder | $130 | $7,888-98.3% | $6,737-98.1% | $11,407-98.9% |