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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 | $119,167 | $157,829-24.5% | $136,867-12.9% | $198,609-40.0% |
| Participation rate | 85.7% | 77.2%+8.5pp | 74.5%+11.2pp | 82.4%+3.3pp |
| Annual return | 13.93% | 51.25%-37.3pp | 42.97%-29.0pp | 202.70%-188.8pp |
| Employer contribution / active EE | $1,931 | $3,923-50.8% | $3,547-45.6% | $5,055-61.8% |
| Participant deferral / active EE | $7,743 | $5,463+41.7% | $4,924+57.3% | $6,977+11.0% |
| Admin fee / account holder | $54 | $11,107-99.5% | $10,340-99.5% | $19,030-99.7% |