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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 | $27,749 | $77,816-64.3% | $123,552-77.5% | $64,173-56.8% |
| Participation rate | 97.3% | 74.7%+22.6pp | 82.3%+15.0pp | 69.6%+27.7pp |
| Annual return | -7.40% | 12.49%-19.9pp | 119.20%-126.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $4,498 | $3,014+49.2% | $4,628-2.8% | $2,381+88.9% |
| Participant deferral / active EE | $7,316 | $5,240+39.6% | $6,426+13.9% | $3,470+110.9% |
| Admin fee / account holder | $277 | $5,519-95.0% | $9,285-97.0% | $4,887-94.3% |