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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 | $86,681 | $95,406-9.1% | $185,849-53.4% | $85,847+1.0% |
| Participation rate | 85.7% | 68.8%+16.9pp | 81.7%+4.0pp | 69.3%+16.4pp |
| Annual return | 16.97% | 23.59%-6.6pp | 122.10%-105.1pp | 318.61%-301.6pp |
| Employer contribution / active EE | $2,164 | $3,314-34.7% | $5,169-58.1% | $2,565-15.6% |
| Participant deferral / active EE | $4,124 | $3,424+20.5% | $5,569-25.9% | $3,952+4.4% |
| Admin fee / account holder | $169 | $7,214-97.7% | $16,244-99.0% | $6,261-97.3% |