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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 | $89,277 | $111,535-20.0% | $105,223-15.2% | $137,256-35.0% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.0%+17.3pp | 80.0%+12.3pp |
| Annual return | 14.06% | 237.85%-223.8pp | 180.65%-166.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,489 | $3,939-62.2% | $3,689-59.6% | $4,156-64.2% |
| Participant deferral / active EE | $2,900 | $5,500-47.3% | $5,072-42.8% | $6,407-54.7% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |