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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 | $163,594 | $176,402-7.3% | $134,162+21.9% | $158,966+2.9% |
| Participation rate | 77.8% | 78.7%-0.9pp | 72.2%+5.6pp | 82.0%-4.2pp |
| Annual return | 33.09% | 63.66%-30.6pp | 36.35%-3.3pp | 302.95%-269.9pp |
| Employer contribution / active EE | $2,870 | $5,042-43.1% | $3,705-22.5% | $4,762-39.7% |
| Participant deferral / active EE | $4,196 | $4,093+2.5% | $3,500+19.9% | $5,983-29.9% |
| Admin fee / account holder | $8 | $8,719-99.9% | $6,685-99.9% | $11,250-99.9% |