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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 | $88,642 | $115,814-23.5% | $101,275-12.5% | $158,982-44.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 13.69% | 56.16%-42.5pp | 46.48%-32.8pp | 302.99%-289.3pp |
| Employer contribution / active EE | $1,887 | $4,176-54.8% | $3,660-48.5% | $4,763-60.4% |
| Participant deferral / active EE | $5,025 | $4,958+1.4% | $4,371+15.0% | $5,983-16.0% |
| Admin fee / account holder | $38 | $7,249-99.5% | $5,948-99.4% | $11,252-99.7% |