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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 | $57,963 | $157,304-63.2% | $141,197-58.9% | $152,909-62.1% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 16.46% | 64.34%-47.9pp | 71.41%-54.9pp | 345.46%-329.0pp |
| Employer contribution / active EE | $1,760 | $5,263-66.6% | $4,736-62.8% | $4,764-63.0% |
| Participant deferral / active EE | $4,351 | $7,111-38.8% | $6,710-35.2% | $5,851-25.6% |
| Admin fee / account holder | $56 | $12,126-99.5% | $10,265-99.5% | $11,601-99.5% |