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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 | $129,621 | $167,030-22.4% | $135,768-4.5% | $155,188-16.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 71.1%+17.8pp | 80.8%+8.1pp |
| Annual return | 19.49% | 678.39%-658.9pp | 526.10%-506.6pp | 148.84%-129.4pp |
| Employer contribution / active EE | $1,477 | $4,132-64.3% | $3,394-56.5% | $4,248-65.2% |
| Participant deferral / active EE | $6,333 | $4,528+39.9% | $3,977+59.2% | $6,531-3.0% |
| Admin fee / account holder | $207 | $8,172-97.5% | $7,048-97.1% | $14,480-98.6% |