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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 | $119,636 | $124,346-3.8% | $111,306+7.5% | $167,553-28.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 19.48% | 37.46%-18.0pp | 54.67%-35.2pp | 478.89%-459.4pp |
| Employer contribution / active EE | $1,697 | $3,438-50.6% | $2,732-37.9% | $4,840-64.9% |
| Participant deferral / active EE | $5,828 | $5,182+12.5% | $4,488+29.9% | $6,343-8.1% |
| Admin fee / account holder | $231 | $10,623-97.8% | $7,966-97.1% | $12,316-98.1% |