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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 | $77,088 | $99,053-22.2% | $88,179-12.6% | $138,895-44.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.1%+5.9pp | 79.9%-4.9pp |
| Annual return | 15.48% | 78.17%-62.7pp | 64.97%-49.5pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,394 | $2,882-51.6% | $2,549-45.3% | $4,194-66.8% |
| Participant deferral / active EE | $4,781 | $5,225-8.5% | $4,614+3.6% | $6,396-25.3% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |