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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 | $103,631 | $72,404+43.1% | $110,243-6.0% | $64,173+61.5% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.6%+19.3pp |
| Annual return | 8.95% | -6.29%+15.2pp | 314.76%-305.8pp | 7.63%+1.3pp |
| Employer contribution / active EE | $1,899 | $2,282-16.8% | $3,827-50.4% | $2,381-20.2% |
| Participant deferral / active EE | $2,174 | $3,469-37.3% | $4,672-53.5% | $3,470-37.3% |
| Admin fee / account holder | $1 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |