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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 | $55,527 | $112,729-50.7% | $98,716-43.8% | $137,256-59.5% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.3%+24.8pp | 80.0%+14.2pp |
| Annual return | 21.36% | 38.48%-17.1pp | 31.81%-10.5pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,196 | $2,725-56.1% | $2,279-47.5% | $4,156-71.2% |
| Participant deferral / active EE | $8,126 | $4,640+75.1% | $4,048+100.8% | $6,407+26.8% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |