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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 | $90,290 | $111,535-19.0% | $105,223-14.2% | $137,256-34.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 15.98% | 237.85%-221.9pp | 180.65%-164.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,422 | $3,939-38.5% | $3,689-34.3% | $4,156-41.7% |
| Participant deferral / active EE | $5,132 | $5,500-6.7% | $5,072+1.2% | $6,407-19.9% |
| Admin fee / account holder | $34 | $9,721-99.6% | $8,859-99.6% | $12,270-99.7% |