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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 | $91,860 | $91,179+0.7% | $178,499-48.5% | $79,852+15.0% |
| Participation rate | 76.0% | 69.2%+6.8pp | 81.9%-5.9pp | 69.6%+6.4pp |
| Annual return | 13.67% | 24.19%-10.5pp | 151.10%-137.4pp | 31.72%-18.1pp |
| Employer contribution / active EE | $2,464 | $3,256-24.3% | $5,011-50.8% | $2,471-0.3% |
| Participant deferral / active EE | $7,362 | $3,236+127.5% | $5,202+41.5% | $3,740+96.8% |
| Admin fee / account holder | $4 | $6,749-99.9% | $13,986-100.0% | $5,306-99.9% |