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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 | $160,917 | $100,811+59.6% | $86,698+85.6% | $134,545+19.6% |
| Participation rate | 88.9% | 79.0%+9.9pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -17.01% | 29.11%-46.1pp | 35.96%-53.0pp | 418.37%-435.4pp |
| Employer contribution / active EE | $1,857 | $3,490-46.8% | $2,837-34.5% | $4,742-60.8% |
| Participant deferral / active EE | $3,968 | $5,339-25.7% | $4,656-14.8% | $6,401-38.0% |
| Admin fee / account holder | $131 | $10,926-98.8% | $7,492-98.2% | $11,431-98.9% |