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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 | $134,899 | $208,088-35.2% | $186,193-27.5% | $154,746-12.8% |
| Participation rate | 71.4% | 80.0%-8.6pp | 77.1%-5.7pp | 80.7%-9.3pp |
| Annual return | 16.86% | 89.97%-73.1pp | 78.03%-61.2pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,992 | $4,340-54.1% | $3,918-49.2% | $4,379-54.5% |
| Participant deferral / active EE | $5,553 | $7,078-21.5% | $6,513-14.7% | $6,730-17.5% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |