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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 | $73,596 | $176,402-58.3% | $134,155-45.1% | $158,950-53.7% |
| Participation rate | 88.2% | 78.7%+9.5pp | 72.2%+16.0pp | 82.0%+6.3pp |
| Annual return | 3.22% | 63.66%-60.4pp | 36.34%-33.1pp | 302.91%-299.7pp |
| Employer contribution / active EE | $1,660 | $5,042-67.1% | $3,705-55.2% | $4,762-65.1% |
| Participant deferral / active EE | $4,103 | $4,093+0.2% | $3,500+17.2% | $5,983-31.4% |
| Admin fee / account holder | $90 | $8,719-99.0% | $6,685-98.7% | $11,248-99.2% |