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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 | $57,415 | $47,944+19.8% | $67,834-15.4% | $62,881-8.7% |
| Participation rate | 73.1% | 61.1%+12.1pp | 68.8%+4.3pp | 69.3%+3.8pp |
| Annual return | 8.76% | 11.77%-3.0pp | 138.47%-129.7pp | 20.14%-11.4pp |
| Employer contribution / active EE | $2,534 | $1,562+62.2% | $2,403+5.4% | $2,281+11.1% |
| Participant deferral / active EE | $2,541 | $2,247+13.1% | $3,160-19.6% | $3,203-20.7% |
| Admin fee / account holder | $141 | $3,712-96.2% | $4,622-96.9% | $4,296-96.7% |