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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 | $148,941 | $183,592-18.9% | $155,567-4.3% | $145,959+2.0% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.80% | 61.24%-49.4pp | 64.74%-52.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $1,946 | $5,315-63.4% | $4,674-58.4% | $4,661-58.3% |
| Participant deferral / active EE | $4,432 | $6,464-31.4% | $5,628-21.2% | $6,689-33.7% |
| Admin fee / account holder | $31 | $19,318-99.8% | $15,916-99.8% | $13,398-99.8% |