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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 | $55,870 | $182,442-69.4% | $163,379-65.8% | $138,895-59.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 15.02% | 72.74%-57.7pp | 63.41%-48.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,774 | $4,159-57.3% | $3,752-52.7% | $4,194-57.7% |
| Participant deferral / active EE | $5,245 | $6,817-23.1% | $6,282-16.5% | $6,396-18.0% |
| Admin fee / account holder | $296 | $10,396-97.2% | $9,818-97.0% | $12,562-97.6% |