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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 | $75,975 | $57,352+32.5% | $83,830-9.4% | $64,173+18.4% |
| Participation rate | 78.0% | 68.6%+9.4pp | 76.1%+1.9pp | 69.6%+8.5pp |
| Annual return | -6.38% | 11.38%-17.8pp | 850.97%-857.4pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,256 | $2,546-11.4% | $3,631-37.9% | $2,381-5.2% |
| Participant deferral / active EE | $4,622 | $2,993+54.4% | $4,082+13.2% | $3,470+33.2% |
| Admin fee / account holder | $256 | $4,046-93.7% | $5,479-95.3% | $4,887-94.8% |