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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 | $75,068 | $81,208-7.6% | $98,920-24.1% | $79,852-6.0% |
| Participation rate | 80.6% | 72.5%+8.1pp | 76.0%+4.6pp | 69.6%+11.0pp |
| Annual return | 56.81% | 60.99%-4.2pp | 196.47%-139.7pp | 31.72%+25.1pp |
| Employer contribution / active EE | $1,354 | $1,960-30.9% | $2,689-49.6% | $2,471-45.2% |
| Participant deferral / active EE | $2,873 | $3,265-12.0% | $4,245-32.3% | $3,740-23.2% |
| Admin fee / account holder | $152 | $6,013-97.5% | $6,643-97.7% | $5,306-97.1% |