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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 | $106,231 | $124,346-14.6% | $111,308-4.6% | $167,536-36.6% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 11.38% | 37.45%-26.1pp | 54.67%-43.3pp | 478.82%-467.4pp |
| Employer contribution / active EE | $1,299 | $3,437-62.2% | $2,732-52.5% | $4,839-73.2% |
| Participant deferral / active EE | $3,910 | $5,182-24.5% | $4,487-12.9% | $6,342-38.4% |
| Admin fee / account holder | $121 | $10,621-98.9% | $7,965-98.5% | $12,315-99.0% |