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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 | $73,958 | $93,345-20.8% | $119,126-37.9% | $87,485-15.5% |
| Participation rate | 75.9% | 68.7%+7.1pp | 75.8%+0.1pp | 68.9%+6.9pp |
| Annual return | 20.08% | 19.08%+1.0pp | 282.11%-262.0pp | 26.06%-6.0pp |
| Employer contribution / active EE | $2,410 | $3,172-24.0% | $4,034-40.2% | $2,596-7.2% |
| Participant deferral / active EE | $3,745 | $4,099-8.6% | $5,318-29.6% | $4,274-12.4% |
| Admin fee / account holder | $283 | $8,039-96.5% | $10,693-97.3% | $7,775-96.4% |