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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 | $88,935 | $227,399-60.9% | $189,758-53.1% | $198,609-55.2% |
| Participation rate | 92.3% | 84.0%+8.3pp | 79.8%+12.5pp | 82.4%+9.9pp |
| Annual return | 12.05% | 61.03%-49.0pp | 52.62%-40.6pp | 202.70%-190.6pp |
| Employer contribution / active EE | $1,585 | $5,526-71.3% | $4,767-66.7% | $5,055-68.6% |
| Participant deferral / active EE | $4,702 | $6,837-31.2% | $5,856-19.7% | $6,977-32.6% |
| Admin fee / account holder | $269 | $25,162-98.9% | $20,388-98.7% | $19,030-98.6% |