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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 | $88,240 | $103,392-14.7% | $87,104+1.3% | $152,897-42.3% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.9%-6.9pp | 82.5%-12.5pp |
| Annual return | 22.53% | 28.10%-5.6pp | 28.19%-5.7pp | 345.43%-322.9pp |
| Employer contribution / active EE | $2,069 | $3,221-35.8% | $2,521-18.0% | $4,764-56.6% |
| Participant deferral / active EE | $6,932 | $4,778+45.1% | $4,048+71.2% | $5,851+18.5% |
| Admin fee / account holder | $214 | $12,194-98.2% | $7,491-97.1% | $11,599-98.2% |