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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 | $86,857 | $157,829-45.0% | $136,867-36.5% | $198,609-56.3% |
| Participation rate | 80.0% | 77.2%+2.8pp | 74.5%+5.5pp | 82.4%-2.4pp |
| Annual return | 17.40% | 51.25%-33.9pp | 42.97%-25.6pp | 202.70%-185.3pp |
| Employer contribution / active EE | $6,740 | $3,923+71.8% | $3,547+90.0% | $5,055+33.3% |
| Participant deferral / active EE | $11,282 | $5,463+106.5% | $4,924+129.1% | $6,977+61.7% |
| Admin fee / account holder | $7 | $11,107-99.9% | $10,340-99.9% | $19,030-100.0% |