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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 | $86,873 | $124,336-30.1% | $111,303-21.9% | $167,518-48.1% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 12.11% | 37.45%-25.3pp | 54.66%-42.6pp | 478.71%-466.6pp |
| Employer contribution / active EE | $5,301 | $3,436+54.3% | $2,731+94.1% | $4,838+9.6% |
| Participant deferral / active EE | $4,841 | $5,181-6.6% | $4,487+7.9% | $6,342-23.7% |
| Admin fee / account holder | $3 | $10,623-100.0% | $7,966-100.0% | $12,312-100.0% |