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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 | $119,293 | $185,312-35.6% | $161,489-26.1% | $154,746-22.9% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 18.05% | 103.84%-85.8pp | 89.72%-71.7pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,372 | $4,769-71.2% | $4,268-67.9% | $4,379-68.7% |
| Participant deferral / active EE | $8,064 | $6,350+27.0% | $5,630+43.2% | $6,730+19.8% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |