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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 | $67,165 | $111,535-39.8% | $105,223-36.2% | $137,256-51.1% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 15.62% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,781 | $3,939-29.4% | $3,689-24.6% | $4,156-33.1% |
| Participant deferral / active EE | $6,588 | $5,500+19.8% | $5,072+29.9% | $6,407+2.8% |
| Admin fee / account holder | $4 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |