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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 | $65,927 | $91,559-28.0% | $133,971-50.8% | $79,852-17.4% |
| Participation rate | 81.2% | 73.3%+7.8pp | 79.8%+1.3pp | 69.6%+11.5pp |
| Annual return | 13.23% | 61.85%-48.6pp | 45.09%-31.9pp | 31.72%-18.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,130 | $3,734+10.6% | $5,047-18.2% | $3,740+10.4% |
| Admin fee / account holder | $210 | $6,321-96.7% | $8,929-97.6% | $5,306-96.0% |