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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 | $32,348 | $48,364-33.1% | $71,796-54.9% | $62,881-48.6% |
| Participation rate | 72.7% | 60.6%+12.1pp | 69.1%+3.6pp | 69.3%+3.4pp |
| Annual return | 8.06% | 13.16%-5.1pp | 78.04%-70.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,960 | $1,042+88.1% | $1,924+1.9% | $2,281-14.1% |
| Participant deferral / active EE | $3,658 | $2,091+74.9% | $2,794+30.9% | $3,203+14.2% |
| Admin fee / account holder | $24 | $3,771-99.4% | $4,815-99.5% | $4,296-99.5% |