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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 | $68,618 | $227,291-69.8% | $214,702-68.0% | $155,188-55.8% |
| Participation rate | 90.9% | 88.0%+2.9pp | 87.5%+3.4pp | 80.8%+10.1pp |
| Annual return | 19.15% | 60.08%-40.9pp | 54.55%-35.4pp | 148.84%-129.7pp |
| Employer contribution / active EE | $3,329 | $6,772-50.8% | $6,461-48.5% | $4,248-21.6% |
| Participant deferral / active EE | $6,476 | $9,582-32.4% | $9,147-29.2% | $6,531-0.8% |
| Admin fee / account holder | $1 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |