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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 | $84,051 | $116,203-27.7% | $93,621-10.2% | $152,897-45.0% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.8%+2.7pp | 82.5%-3.9pp |
| Annual return | 20.03% | 35.96%-15.9pp | 32.76%-12.7pp | 345.43%-325.4pp |
| Employer contribution / active EE | $1,279 | $3,219-60.3% | $2,719-52.9% | $4,764-73.1% |
| Participant deferral / active EE | $4,332 | $4,605-5.9% | $4,070+6.5% | $5,851-26.0% |
| Admin fee / account holder | $9 | $10,751-99.9% | $7,890-99.9% | $11,599-99.9% |