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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 | $73,974 | $162,785-54.6% | $133,959-44.8% | $158,950-53.5% |
| Participation rate | 95.5% | 83.2%+12.2pp | 79.8%+15.6pp | 82.0%+13.5pp |
| Annual return | 13.72% | 41.94%-28.2pp | 45.09%-31.4pp | 302.91%-289.2pp |
| Employer contribution / active EE | $2,462 | $4,975-50.5% | $3,919-37.2% | $4,762-48.3% |
| Participant deferral / active EE | $4,493 | $5,910-24.0% | $5,047-11.0% | $5,983-24.9% |
| Admin fee / account holder | $1 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |