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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 | $69,463 | $115,780-40.0% | $101,255-31.4% | $158,931-56.3% |
| Participation rate | 87.0% | 79.4%+7.6pp | 75.8%+11.1pp | 82.0%+5.0pp |
| Annual return | 7.80% | 56.14%-48.3pp | 46.48%-38.7pp | 302.86%-295.1pp |
| Employer contribution / active EE | $1,021 | $4,175-75.5% | $3,660-72.1% | $4,761-78.5% |
| Participant deferral / active EE | $3,243 | $4,958-34.6% | $4,370-25.8% | $5,982-45.8% |
| Admin fee / account holder | $0 | $7,246-100.0% | $5,946-100.0% | $11,247-100.0% |