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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 | $105,531 | $115,814-8.9% | $101,275+4.2% | $158,982-33.6% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 20.29% | 56.16%-35.9pp | 46.48%-26.2pp | 302.99%-282.7pp |
| Employer contribution / active EE | $1,503 | $4,176-64.0% | $3,660-58.9% | $4,763-68.4% |
| Participant deferral / active EE | $1,835 | $4,958-63.0% | $4,371-58.0% | $5,983-69.3% |
| Admin fee / account holder | $14 | $7,249-99.8% | $5,948-99.8% | $11,252-99.9% |