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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 | $82,480 | $91,198-9.6% | $178,503-53.8% | $79,856+3.3% |
| Participation rate | 84.6% | 69.2%+15.4pp | 81.9%+2.7pp | 69.6%+15.0pp |
| Annual return | 12.29% | 24.20%-11.9pp | 151.12%-138.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,849 | $3,257-43.2% | $5,011-63.1% | $2,471-25.2% |
| Participant deferral / active EE | $4,446 | $3,237+37.4% | $5,202-14.5% | $3,741+18.9% |
| Admin fee / account holder | $8 | $6,748-99.9% | $13,987-99.9% | $5,306-99.8% |