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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 | $101,157 | $147,556-31.4% | $129,031-21.6% | $198,609-49.1% |
| Participation rate | 83.3% | 77.2%+6.1pp | 73.4%+10.0pp | 82.4%+1.0pp |
| Annual return | 14.27% | 37.41%-23.1pp | 34.67%-20.4pp | 202.70%-188.4pp |
| Employer contribution / active EE | $9,719 | $3,645+166.7% | $3,226+201.3% | $5,055+92.3% |
| Participant deferral / active EE | $8,014 | $5,760+39.1% | $5,217+53.6% | $6,977+14.9% |
| Admin fee / account holder | $160 | $15,467-99.0% | $13,208-98.8% | $19,030-99.2% |