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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 | $80,364 | $93,346-13.9% | $71,796+11.9% | $273,972-70.7% |
| Participation rate | 72.2% | 76.5%-4.3pp | 69.1%+3.1pp | 83.0%-10.8pp |
| Annual return | 8.88% | 130.39%-121.5pp | 78.04%-69.2pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,389 | $2,733-49.2% | $1,924-27.8% | $4,869-71.5% |
| Participant deferral / active EE | $4,521 | $3,475+30.1% | $2,794+61.8% | $5,287-14.5% |
| Admin fee / account holder | $3 | $6,571-100.0% | $4,815-99.9% | $10,133-100.0% |