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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 | $115,229 | $197,637-41.7% | $177,848-35.2% | $158,982-27.5% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 15.80% | 58.77%-43.0pp | 48.33%-32.5pp | 302.99%-287.2pp |
| Employer contribution / active EE | $1,915 | $6,698-71.4% | $5,919-67.6% | $4,763-59.8% |
| Participant deferral / active EE | $5,701 | $8,405-32.2% | $7,714-26.1% | $5,983-4.7% |
| Admin fee / account holder | $274 | $15,406-98.2% | $12,431-97.8% | $11,252-97.6% |