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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 | $32,546 | $99,079-67.2% | $78,002-58.3% | $273,972-88.1% |
| Participation rate | 84.6% | 78.6%+6.0pp | 75.5%+9.1pp | 83.0%+1.6pp |
| Annual return | 11.06% | 217.93%-206.9pp | 425.99%-414.9pp | 41.46%-30.4pp |
| Employer contribution / active EE | $2,488 | $3,308-24.8% | $2,470+0.7% | $4,869-48.9% |
| Participant deferral / active EE | $9,535 | $4,306+121.4% | $3,497+172.7% | $5,287+80.3% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |