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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 | $95,051 | $162,785-41.6% | $133,959-29.0% | $158,950-40.2% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 22.69% | 41.94%-19.3pp | 45.09%-22.4pp | 302.91%-280.2pp |
| Employer contribution / active EE | $1,389 | $4,975-72.1% | $3,919-64.6% | $4,762-70.8% |
| Participant deferral / active EE | $3,467 | $5,910-41.3% | $5,047-31.3% | $5,983-42.0% |
| Admin fee / account holder | $256 | $11,738-97.8% | $8,928-97.1% | $11,248-97.7% |