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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 | $95,434 | $110,212-13.4% | $96,534-1.1% | $139,466-31.6% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 14.26% | 26.42%-12.2pp | 25.88%-11.6pp | 373.66%-359.4pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,391 | $5,547-2.8% | $4,851+11.1% | $6,712-19.7% |
| Admin fee / account holder | $93 | $11,599-99.2% | $8,253-98.9% | $11,409-99.2% |