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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 | $81,844 | $118,877-31.2% | $96,570-15.2% | $167,536-51.1% |
| Participation rate | 86.7% | 75.5%+11.2pp | 69.8%+16.8pp | 82.1%+4.6pp |
| Annual return | 15.16% | 50.50%-35.3pp | 37.79%-22.6pp | 478.82%-463.7pp |
| Employer contribution / active EE | $2,016 | $3,121-35.4% | $2,357-14.5% | $4,839-58.3% |
| Participant deferral / active EE | $4,432 | $4,617-4.0% | $3,849+15.1% | $6,342-30.1% |
| Admin fee / account holder | $7 | $8,069-99.9% | $6,182-99.9% | $12,315-99.9% |