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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 | $81,428 | $77,908+4.5% | $149,696-45.6% | $75,173+8.3% |
| Participation rate | 81.8% | 65.6%+16.2pp | 78.8%+3.0pp | 67.2%+14.6pp |
| Annual return | 19.11% | 31.73%-12.6pp | 134.46%-115.3pp | 160.72%-141.6pp |
| Employer contribution / active EE | $1,921 | $3,138-38.8% | $4,821-60.2% | $2,671-28.1% |
| Participant deferral / active EE | $3,575 | $3,411+4.8% | $5,682-37.1% | $4,126-13.4% |
| Admin fee / account holder | $238 | $5,950-96.0% | $13,212-98.2% | $5,651-95.8% |