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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 | $45,585 | $91,179-50.0% | $178,499-74.5% | $79,852-42.9% |
| Participation rate | 70.4% | 69.2%+1.2pp | 81.9%-11.6pp | 69.6%+0.7pp |
| Annual return | 21.43% | 24.19%-2.8pp | 151.10%-129.7pp | 31.72%-10.3pp |
| Employer contribution / active EE | $2,107 | $3,256-35.3% | $5,011-58.0% | $2,471-14.7% |
| Participant deferral / active EE | $4,153 | $3,236+28.3% | $5,202-20.2% | $3,740+11.0% |
| Admin fee / account holder | $86 | $6,749-98.7% | $13,986-99.4% | $5,306-98.4% |