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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 | $118,095 | $141,001-16.2% | $112,228+5.2% | $139,487-15.3% |
| Participation rate | 89.5% | 79.2%+10.3pp | 72.4%+17.0pp | 80.3%+9.1pp |
| Annual return | 15.81% | 32.75%-16.9pp | 30.23%-14.4pp | 373.84%-358.0pp |
| Employer contribution / active EE | $1,591 | $4,285-62.9% | $3,432-53.6% | $4,755-66.5% |
| Participant deferral / active EE | $4,099 | $5,877-30.3% | $4,800-14.6% | $6,713-38.9% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |