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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 | $86,406 | $100,073-13.7% | $85,126+1.5% | $145,877-40.8% |
| Participation rate | 81.3% | 74.1%+7.1pp | 67.5%+13.7pp | 80.3%+0.9pp |
| Annual return | 8.87% | 84.11%-75.2pp | 66.63%-57.8pp | 551.28%-542.4pp |
| Employer contribution / active EE | $1,562 | $3,236-51.7% | $2,731-42.8% | $4,663-66.5% |
| Participant deferral / active EE | $3,173 | $5,294-40.1% | $4,523-29.9% | $6,691-52.6% |
| Admin fee / account holder | $104 | $7,261-98.6% | $6,160-98.3% | $13,402-99.2% |