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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 | $90,696 | $183,516-50.6% | $155,534-41.7% | $145,884-37.8% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 16.79% | 61.43%-44.6pp | 64.92%-48.1pp | 551.85%-535.1pp |
| Employer contribution / active EE | $2,967 | $5,315-44.2% | $4,675-36.5% | $4,662-36.4% |
| Participant deferral / active EE | $5,600 | $6,467-13.4% | $5,630-0.5% | $6,690-16.3% |
| Admin fee / account holder | $293 | $19,293-98.5% | $15,900-98.2% | $13,392-97.8% |