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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 | $79,561 | $182,442-56.4% | $163,379-51.3% | $138,895-42.7% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.8%+3.2pp | 79.9%+0.1pp |
| Annual return | 20.01% | 72.74%-52.7pp | 63.41%-43.4pp | 145.39%-125.4pp |
| Employer contribution / active EE | $1,671 | $4,159-59.8% | $3,752-55.5% | $4,194-60.2% |
| Participant deferral / active EE | $10,272 | $6,817+50.7% | $6,282+63.5% | $6,396+60.6% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |