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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 | $74,489 | $81,208-8.3% | $98,920-24.7% | $79,852-6.7% |
| Participation rate | 82.9% | 72.5%+10.4pp | 76.0%+6.8pp | 69.6%+13.2pp |
| Annual return | 19.03% | 60.99%-42.0pp | 196.47%-177.4pp | 31.72%-12.7pp |
| Employer contribution / active EE | $464 | $1,960-76.3% | $2,689-82.7% | $2,471-81.2% |
| Participant deferral / active EE | $3,111 | $3,265-4.7% | $4,245-26.7% | $3,740-16.8% |
| Admin fee / account holder | $258 | $6,013-95.7% | $6,643-96.1% | $5,306-95.1% |