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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 | $112,584 | $183,592-38.7% | $155,574-27.6% | $145,877-22.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 13.02% | 61.37%-48.4pp | 64.87%-51.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $1,919 | $5,317-63.9% | $4,676-59.0% | $4,663-58.8% |
| Participant deferral / active EE | $5,584 | $6,466-13.6% | $5,629-0.8% | $6,691-16.5% |
| Admin fee / account holder | $119 | $19,316-99.4% | $15,914-99.3% | $13,402-99.1% |