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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 | $88,259 | $115,814-23.8% | $101,275-12.9% | $158,982-44.5% |
| Participation rate | 89.5% | 79.4%+10.1pp | 75.8%+13.7pp | 82.0%+7.5pp |
| Annual return | 15.44% | 56.16%-40.7pp | 46.48%-31.0pp | 302.99%-287.5pp |
| Employer contribution / active EE | $2,047 | $4,176-51.0% | $3,660-44.1% | $4,763-57.0% |
| Participant deferral / active EE | $3,544 | $4,958-28.5% | $4,371-18.9% | $5,983-40.8% |
| Admin fee / account holder | $18 | $7,249-99.8% | $5,948-99.7% | $11,252-99.8% |