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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 | $87,402 | $157,304-44.4% | $141,197-38.1% | $152,909-42.8% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 33.51% | 64.34%-30.8pp | 71.41%-37.9pp | 345.46%-312.0pp |
| Employer contribution / active EE | $1,897 | $5,263-64.0% | $4,736-60.0% | $4,764-60.2% |
| Participant deferral / active EE | $9,581 | $7,111+34.7% | $6,710+42.8% | $5,851+63.7% |
| Admin fee / account holder | $253 | $12,126-97.9% | $10,265-97.5% | $11,601-97.8% |