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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 | $70,939 | $115,810-38.7% | $101,271-30.0% | $158,966-55.4% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 20.84% | 56.15%-35.3pp | 46.48%-25.6pp | 302.95%-282.1pp |
| Employer contribution / active EE | $2,374 | $4,175-43.1% | $3,660-35.1% | $4,762-50.1% |
| Participant deferral / active EE | $4,415 | $4,958-11.0% | $4,371+1.0% | $5,983-26.2% |
| Admin fee / account holder | $63 | $7,248-99.1% | $5,948-98.9% | $11,250-99.4% |