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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 | $65,954 | $124,346-47.0% | $111,308-40.7% | $167,536-60.6% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 12.31% | 37.45%-25.1pp | 54.67%-42.4pp | 478.82%-466.5pp |
| Employer contribution / active EE | $2,206 | $3,437-35.8% | $2,732-19.3% | $4,839-54.4% |
| Participant deferral / active EE | $7,232 | $5,182+39.6% | $4,487+61.2% | $6,342+14.0% |
| Admin fee / account holder | $276 | $10,621-97.4% | $7,965-96.5% | $12,315-97.8% |