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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 | $87,663 | $149,778-41.5% | $118,946-26.3% | $158,950-44.8% |
| Participation rate | 87.5% | 82.1%+5.4pp | 75.4%+12.1pp | 82.0%+5.5pp |
| Annual return | 24.67% | 19.95%+4.7pp | 35.89%-11.2pp | 302.91%-278.2pp |
| Employer contribution / active EE | $1,565 | $4,117-62.0% | $3,263-52.1% | $4,762-67.1% |
| Participant deferral / active EE | $2,361 | $5,225-54.8% | $4,266-44.7% | $5,983-60.5% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,248-100.0% |