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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 | $120,271 | $124,346-3.3% | $111,306+8.1% | $167,553-28.2% |
| Participation rate | 92.3% | 79.6%+12.7pp | 77.3%+15.0pp | 82.1%+10.2pp |
| Annual return | 16.04% | 37.46%-21.4pp | 54.67%-38.6pp | 478.89%-462.8pp |
| Employer contribution / active EE | $1,585 | $3,438-53.9% | $2,732-42.0% | $4,840-67.3% |
| Participant deferral / active EE | $2,455 | $5,182-52.6% | $4,488-45.3% | $6,343-61.3% |
| Admin fee / account holder | $291 | $10,623-97.3% | $7,966-96.4% | $12,316-97.6% |