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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 | $88,043 | $99,053-11.1% | $88,179-0.2% | $138,895-36.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.1%+10.9pp | 79.9%+0.1pp |
| Annual return | 19.59% | 78.17%-58.6pp | 64.97%-45.4pp | 145.39%-125.8pp |
| Employer contribution / active EE | $9,689 | $2,882+236.2% | $2,549+280.1% | $4,194+131.0% |
| Participant deferral / active EE | $5,277 | $5,225+1.0% | $4,614+14.4% | $6,396-17.5% |
| Admin fee / account holder | $73 | $8,748-99.2% | $7,673-99.0% | $12,562-99.4% |