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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 | $70,988 | $78,428-9.5% | $95,960-26.0% | $79,852-11.1% |
| Participation rate | 80.0% | 73.5%+6.5pp | 77.1%+2.9pp | 69.6%+10.4pp |
| Annual return | 12.64% | 19.37%-6.7pp | 91.63%-79.0pp | 31.72%-19.1pp |
| Employer contribution / active EE | $1,363 | $1,945-29.9% | $2,541-46.4% | $2,471-44.8% |
| Participant deferral / active EE | $4,576 | $3,440+33.0% | $4,167+9.8% | $3,740+22.3% |
| Admin fee / account holder | $98 | $5,622-98.3% | $6,797-98.6% | $5,306-98.1% |